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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 | $24,651 | $95,915-74.3% | $79,580-69.0% | $134,532-81.7% |
| Participation rate | 68.8% | 75.0%-6.3pp | 69.5%-0.7pp | 81.2%-12.5pp |
| Annual return | -18.96% | -2.71%-16.3pp | 0.15%-19.1pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,558 | $3,129-50.2% | $2,413-35.5% | $4,741-67.1% |
| Participant deferral / active EE | $2,477 | $4,693-47.2% | $3,985-37.8% | $6,401-61.3% |
| Admin fee / account holder | $1,935 | $9,132-78.8% | $6,835-71.7% | $11,429-83.1% |