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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 | $28,543 | $95,915-70.2% | $79,580-64.1% | $134,532-78.8% |
| Participation rate | 27.8% | 75.0%-47.3pp | 69.5%-41.7pp | 81.2%-53.5pp |
| Annual return | -20.07% | -2.71%-17.4pp | 0.15%-20.2pp | 418.27%-438.3pp |
| Employer contribution / active EE | $630 | $3,129-79.9% | $2,413-73.9% | $4,741-86.7% |
| Participant deferral / active EE | $2,890 | $4,693-38.4% | $3,985-27.5% | $6,401-54.9% |
| Admin fee / account holder | $353 | $9,132-96.1% | $6,835-94.8% | $11,429-96.9% |