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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 | $29,157 | $167,362-82.6% | $143,799-79.7% | $134,532-78.3% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -13.32% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,752 | $5,620-68.8% | $4,952-64.6% | $4,741-63.1% |
| Participant deferral / active EE | $3,196 | $6,447-50.4% | $5,638-43.3% | $6,401-50.1% |
| Admin fee / account holder | $4,859 | $18,094-73.1% | $14,677-66.9% | $11,429-57.5% |