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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 | $42,618 | $167,362-74.5% | $143,799-70.4% | $134,532-68.3% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -17.47% | 0.47%-17.9pp | -0.04%-17.4pp | 418.27%-435.7pp |
| Employer contribution / active EE | $1,634 | $5,620-70.9% | $4,952-67.0% | $4,741-65.5% |
| Participant deferral / active EE | $3,970 | $6,447-38.4% | $5,638-29.6% | $6,401-38.0% |
| Admin fee / account holder | $1,353 | $18,094-92.5% | $14,677-90.8% | $11,429-88.2% |