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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 | $29,438 | $134,001-78.0% | $112,258-73.8% | $134,509-78.1% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -16.88% | 47.15%-64.0pp | 27.47%-44.3pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,114 | $4,039-72.4% | $3,636-69.4% | $4,741-76.5% |
| Participant deferral / active EE | $2,743 | $5,291-48.2% | $4,728-42.0% | $6,400-57.1% |
| Admin fee / account holder | $843 | $7,491-88.7% | $6,411-86.9% | $11,427-92.6% |