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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 | $28,278 | $95,895-70.5% | $79,576-64.5% | $134,509-79.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -16.64% | -2.72%-13.9pp | 0.15%-16.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $1,241 | $3,128-60.3% | $2,413-48.6% | $4,741-73.8% |
| Participant deferral / active EE | $1,986 | $4,693-57.7% | $3,985-50.2% | $6,400-69.0% |
| Admin fee / account holder | $3,161 | $9,129-65.4% | $6,834-53.7% | $11,427-72.3% |