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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 | $36,125 | $57,352-37.0% | $83,830-56.9% | $64,173-43.7% |
| Participation rate | 33.3% | 68.6%-35.3pp | 76.1%-42.8pp | 69.6%-36.2pp |
| Annual return | -5.07% | 11.38%-16.5pp | 850.97%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,180 | $2,546-53.7% | $3,631-67.5% | $2,381-50.5% |
| Participant deferral / active EE | $2,221 | $2,993-25.8% | $4,082-45.6% | $3,470-36.0% |
| Admin fee / account holder | $3,611 | $4,046-10.8% | $5,479-34.1% | $4,887-26.1% |