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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 | $40,005 | $82,314-51.4% | $68,808-41.9% | $134,532-70.3% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -16.48% | -2.18%-14.3pp | -6.37%-10.1pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,069 | $3,301-67.6% | $2,656-59.8% | $4,741-77.5% |
| Participant deferral / active EE | $2,946 | $4,740-37.8% | $3,942-25.3% | $6,401-54.0% |
| Admin fee / account holder | $749 | $6,484-88.4% | $4,936-84.8% | $11,429-93.4% |