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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 | $27,858 | $211,946-86.9% | $169,452-83.6% | $135,380-79.4% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -7.27% | 3.26%-10.5pp | 1.83%-9.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,092 | $5,117-78.7% | $4,157-73.7% | $4,779-77.1% |
| Participant deferral / active EE | $3,619 | $6,075-40.4% | $5,277-31.4% | $5,609-35.5% |
| Admin fee / account holder | $1,172 | $11,472-89.8% | $9,110-87.1% | $10,828-89.2% |