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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 | $28,529 | $100,805-71.7% | $86,698-67.1% | $134,532-78.8% |
| Participation rate | 43.5% | 79.0%-35.5pp | 76.6%-33.1pp | 81.2%-37.8pp |
| Annual return | -15.21% | 29.09%-44.3pp | 35.95%-51.2pp | 418.27%-433.5pp |
| Employer contribution / active EE | $833 | $3,490-76.1% | $2,837-70.6% | $4,741-82.4% |
| Participant deferral / active EE | $1,997 | $5,339-62.6% | $4,656-57.1% | $6,401-68.8% |
| Admin fee / account holder | $1,025 | $10,925-90.6% | $7,493-86.3% | $11,429-91.0% |