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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 | $15,303 | $107,809-85.8% | $90,657-83.1% | $135,380-88.7% |
| Participation rate | 47.8% | 78.0%-30.2pp | 74.0%-26.2pp | 82.6%-34.8pp |
| Annual return | -8.99% | -0.90%-8.1pp | 1.89%-10.9pp | 519.81%-528.8pp |
| Employer contribution / active EE | $722 | $3,018-76.1% | $2,532-71.5% | $4,779-84.9% |
| Participant deferral / active EE | $1,699 | $3,872-56.1% | $3,424-50.4% | $5,609-69.7% |
| Admin fee / account holder | $709 | $5,931-88.1% | $4,994-85.8% | $10,828-93.5% |