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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 | $33,237 | $100,805-67.0% | $86,698-61.7% | $134,532-75.3% |
| Participation rate | 52.6% | 79.0%-26.3pp | 76.6%-24.0pp | 81.2%-28.6pp |
| Annual return | -17.89% | 29.09%-47.0pp | 35.95%-53.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,119 | $3,490-39.3% | $2,837-25.3% | $4,741-55.3% |
| Participant deferral / active EE | $3,380 | $5,339-36.7% | $4,656-27.4% | $6,401-47.2% |
| Admin fee / account holder | $1,966 | $10,925-82.0% | $7,493-73.8% | $11,429-82.8% |