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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 | $39,110 | $92,219-57.6% | $76,766-49.1% | $135,382-71.1% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -7.34% | 5.46%-12.8pp | 2.43%-9.8pp | 519.77%-527.1pp |
| Employer contribution / active EE | $822 | $3,216-74.4% | $2,485-66.9% | $4,779-82.8% |
| Participant deferral / active EE | $1,740 | $4,508-61.4% | $3,851-54.8% | $5,609-69.0% |
| Admin fee / account holder | $995 | $10,749-90.7% | $6,675-85.1% | $10,829-90.8% |