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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 | $34,400 | $95,895-64.1% | $79,576-56.8% | $134,509-74.4% |
| Participation rate | 42.9% | 75.0%-32.2pp | 69.5%-26.6pp | 81.2%-38.4pp |
| Annual return | -18.73% | -2.72%-16.0pp | 0.15%-18.9pp | 418.13%-436.9pp |
| Employer contribution / active EE | $647 | $3,128-79.3% | $2,413-73.2% | $4,741-86.4% |
| Participant deferral / active EE | $1,886 | $4,693-59.8% | $3,985-52.7% | $6,400-70.5% |
| Admin fee / account holder | $5,147 | $9,129-43.6% | $6,834-24.7% | $11,427-55.0% |