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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 | $17,139 | $105,867-83.8% | $90,760-81.1% | $134,532-87.3% |
| Participation rate | 38.9% | 78.3%-39.4pp | 75.7%-36.8pp | 81.2%-42.3pp |
| Annual return | -16.98% | -10.99%-6.0pp | -12.16%-4.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,006 | $3,464-71.0% | $2,922-65.6% | $4,741-78.8% |
| Participant deferral / active EE | $2,127 | $5,217-59.2% | $4,565-53.4% | $6,401-66.8% |
| Admin fee / account holder | $1,152 | $13,936-91.7% | $8,444-86.4% | $11,429-89.9% |