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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 | $74,407 | $95,915-22.4% | $79,580-6.5% | $134,532-44.7% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -19.89% | -2.71%-17.2pp | 0.15%-20.0pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,214 | $3,129-61.2% | $2,413-49.7% | $4,741-74.4% |
| Participant deferral / active EE | $7,255 | $4,693+54.6% | $3,985+82.0% | $6,401+13.3% |
| Admin fee / account holder | $1,025 | $9,132-88.8% | $6,835-85.0% | $11,429-91.0% |