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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 | $39,675 | $167,362-76.3% | $143,799-72.4% | $134,532-70.5% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -13.44% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,256 | $5,620-77.7% | $4,952-74.6% | $4,741-73.5% |
| Participant deferral / active EE | $6,398 | $6,447-0.8% | $5,638+13.5% | $6,4010% |
| Admin fee / account holder | $838 | $18,094-95.4% | $14,677-94.3% | $11,429-92.7% |