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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 | $28,634 | $95,193-69.9% | $76,523-62.6% | $135,382-78.8% |
| Participation rate | 57.1% | 74.4%-17.3pp | 68.0%-10.9pp | 82.6%-25.5pp |
| Annual return | -6.75% | 4.85%-11.6pp | -0.27%-6.5pp | 519.77%-526.5pp |
| Employer contribution / active EE | $634 | $3,302-80.8% | $2,647-76.1% | $4,779-86.7% |
| Participant deferral / active EE | $2,911 | $4,639-37.3% | $3,835-24.1% | $5,609-48.1% |
| Admin fee / account holder | $494 | $6,249-92.1% | $4,848-89.8% | $10,829-95.4% |