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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 | $37,635 | $167,353-77.5% | $143,797-73.8% | $134,545-72.0% |
| Participation rate | 60.9% | 84.8%-24.0pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -15.57% | 0.48%-16.0pp | -0.04%-15.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $1,446 | $5,620-74.3% | $4,952-70.8% | $4,742-69.5% |
| Participant deferral / active EE | $3,186 | $6,447-50.6% | $5,638-43.5% | $6,401-50.2% |
| Admin fee / account holder | $377 | $18,096-97.9% | $14,679-97.4% | $11,431-96.7% |