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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 | $25,677 | $85,790-70.1% | $67,313-61.9% | $135,379-81.0% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -9.28% | -0.54%-8.7pp | -4.08%-5.2pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,069 | $3,487-69.3% | $2,566-58.3% | $4,779-77.6% |
| Participant deferral / active EE | $1,792 | $4,651-61.5% | $3,568-49.8% | $5,609-68.1% |
| Admin fee / account holder | $608 | $6,392-90.5% | $4,507-86.5% | $10,828-94.4% |