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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 | $24,514 | $167,352-85.4% | $143,788-83.0% | $134,509-81.8% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -19.20% | 0.47%-19.7pp | -0.03%-19.2pp | 418.13%-437.3pp |
| Employer contribution / active EE | $1,163 | $5,620-79.3% | $4,952-76.5% | $4,741-75.5% |
| Participant deferral / active EE | $3,383 | $6,447-47.5% | $5,638-40.0% | $6,400-47.1% |
| Admin fee / account holder | $863 | $18,091-95.2% | $14,675-94.1% | $11,427-92.4% |