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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,857 | $105,853-68.0% | $90,752-62.7% | $134,493-74.8% |
| Participation rate | 52.9% | 78.2%-25.3pp | 75.7%-22.8pp | 81.2%-28.3pp |
| Annual return | -19.93% | -10.99%-8.9pp | -12.16%-7.8pp | 418.01%-437.9pp |
| Employer contribution / active EE | $1,036 | $3,462-70.1% | $2,921-64.5% | $4,740-78.1% |
| Participant deferral / active EE | $3,918 | $5,216-24.9% | $4,564-14.2% | $6,400-38.8% |
| Admin fee / account holder | $1,725 | $13,938-87.6% | $8,446-79.6% | $11,425-84.9% |