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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 | $31,412 | $100,805-68.8% | $86,698-63.8% | $134,532-76.7% |
| Participation rate | 65.0% | 79.0%-14.0pp | 76.6%-11.6pp | 81.2%-16.2pp |
| Annual return | -18.16% | 29.09%-47.2pp | 35.95%-54.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,272 | $3,490-34.9% | $2,837-19.9% | $4,741-52.1% |
| Participant deferral / active EE | $4,049 | $5,339-24.2% | $4,656-13.0% | $6,401-36.7% |
| Admin fee / account holder | $1,356 | $10,925-87.6% | $7,493-81.9% | $11,429-88.1% |