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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 | $24,771 | $95,188-74.0% | $76,518-67.6% | $135,380-81.7% |
| Participation rate | 57.1% | 74.4%-17.2pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -6.44% | 4.85%-11.3pp | -0.27%-6.2pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,168 | $3,303-64.6% | $2,647-55.9% | $4,779-75.6% |
| Participant deferral / active EE | $2,602 | $4,640-43.9% | $3,836-32.2% | $5,609-53.6% |
| Admin fee / account holder | $593 | $6,249-90.5% | $4,849-87.8% | $10,828-94.5% |