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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 | $40,523 | $167,362-75.8% | $143,799-71.8% | $134,532-69.9% |
| Participation rate | 64.7% | 84.8%-20.1pp | 80.3%-15.6pp | 81.2%-16.5pp |
| Annual return | -12.78% | 0.47%-13.3pp | -0.04%-12.7pp | 418.27%-431.0pp |
| Employer contribution / active EE | $1,817 | $5,620-67.7% | $4,952-63.3% | $4,741-61.7% |
| Participant deferral / active EE | $4,355 | $6,447-32.5% | $5,638-22.8% | $6,401-32.0% |
| Admin fee / account holder | $671 | $18,094-96.3% | $14,677-95.4% | $11,429-94.1% |