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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 | $11,828 | $37,440-68.4% | $77,081-84.7% | $66,930-82.3% |
| Participation rate | 68.2% | 52.9%+15.3pp | 67.9%+0.3pp | 69.8%-1.6pp |
| Annual return | 0.00% | -3.26%+3.3pp | 42.33%-42.3pp | 1.57%-1.6pp |
| Employer contribution / active EE | $1,622 | $1,534+5.8% | $2,813-42.3% | $2,545-36.3% |
| Participant deferral / active EE | $2,996 | $2,620+14.4% | $4,428-32.3% | $4,238-29.3% |
| Admin fee / account holder | $799 | $568+40.7% | $5,427-85.3% | $593+34.6% |