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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 | $41,076 | $82,314-50.1% | $68,808-40.3% | $134,532-69.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -16.61% | -2.18%-14.4pp | -6.37%-10.2pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,054 | $3,301-68.1% | $2,656-60.3% | $4,741-77.8% |
| Participant deferral / active EE | $1,763 | $4,740-62.8% | $3,942-55.3% | $6,401-72.5% |
| Admin fee / account holder | $2,930 | $6,484-54.8% | $4,936-40.6% | $11,429-74.4% |