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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 | $21,269 | $95,188-77.7% | $76,518-72.2% | $135,379-84.3% |
| Participation rate | 34.8% | 74.4%-39.6pp | 68.0%-33.2pp | 82.6%-47.9pp |
| Annual return | -5.29% | 4.85%-10.1pp | -0.27%-5.0pp | 519.79%-525.1pp |
| Employer contribution / active EE | $1,345 | $3,303-59.3% | $2,647-49.2% | $4,779-71.9% |
| Participant deferral / active EE | $1,798 | $4,640-61.2% | $3,836-53.1% | $5,609-67.9% |
| Admin fee / account holder | $1,487 | $6,249-76.2% | $4,849-69.3% | $10,828-86.3% |