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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 | $31,088 | $95,188-67.3% | $76,518-59.4% | $135,380-77.0% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -5.43% | 4.85%-10.3pp | -0.27%-5.2pp | 519.81%-525.2pp |
| Employer contribution / active EE | $639 | $3,303-80.7% | $2,647-75.9% | $4,779-86.6% |
| Participant deferral / active EE | $1,959 | $4,640-57.8% | $3,836-48.9% | $5,609-65.1% |
| Admin fee / account holder | $2,156 | $6,249-65.5% | $4,849-55.5% | $10,828-80.1% |