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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 | $28,487 | $100,805-71.7% | $86,698-67.1% | $134,532-78.8% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.44% | 29.09%-35.5pp | 35.95%-42.4pp | 418.27%-424.7pp |
| Employer contribution / active EE | $1,527 | $3,490-56.2% | $2,837-46.2% | $4,741-67.8% |
| Participant deferral / active EE | $2,813 | $5,339-47.3% | $4,656-39.6% | $6,401-56.1% |
| Admin fee / account holder | $1,674 | $10,925-84.7% | $7,493-77.7% | $11,429-85.3% |