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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 | $39,571 | $85,790-53.9% | $67,313-41.2% | $135,379-70.8% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -6.58% | -0.54%-6.0pp | -4.08%-2.5pp | 519.79%-526.4pp |
| Employer contribution / active EE | $485 | $3,487-86.1% | $2,566-81.1% | $4,779-89.8% |
| Participant deferral / active EE | $1,783 | $4,651-61.7% | $3,568-50.0% | $5,609-68.2% |
| Admin fee / account holder | $3,555 | $6,392-44.4% | $4,507-21.1% | $10,828-67.2% |