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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 | $28,761 | $91,911-68.7% | $68,793-58.2% | $135,382-78.8% |
| Participation rate | 31.3% | 76.7%-45.5pp | 72.2%-41.0pp | 82.6%-51.4pp |
| Annual return | -5.35% | -8.22%+2.9pp | -4.63%-0.7pp | 519.77%-525.1pp |
| Employer contribution / active EE | $1,624 | $3,924-58.6% | $2,625-38.1% | $4,779-66.0% |
| Participant deferral / active EE | $3,127 | $4,315-27.5% | $3,311-5.6% | $5,609-44.3% |
| Admin fee / account holder | $5,453 | $9,240-41.0% | $5,131+6.3% | $10,829-49.6% |