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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 | $27,615 | $95,975-71.2% | $74,549-63.0% | $135,379-79.6% |
| Participation rate | 44.4% | 75.7%-31.2pp | 69.1%-24.7pp | 82.6%-38.2pp |
| Annual return | -5.80% | 56.96%-62.8pp | 32.53%-38.3pp | 519.79%-525.6pp |
| Employer contribution / active EE | $885 | $2,716-67.4% | $1,961-54.9% | $4,779-81.5% |
| Participant deferral / active EE | $1,160 | $3,844-69.8% | $3,108-62.7% | $5,609-79.3% |
| Admin fee / account holder | $665 | $6,522-89.8% | $5,059-86.9% | $10,828-93.9% |