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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 | $13,468 | $95,915-86.0% | $79,580-83.1% | $134,532-90.0% |
| Participation rate | 33.3% | 75.0%-41.7pp | 69.5%-36.2pp | 81.2%-47.9pp |
| Annual return | 0.00% | -2.71%+2.7pp | 0.15%-0.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,443 | $3,129-53.9% | $2,413-40.2% | $4,741-69.6% |
| Participant deferral / active EE | $4,150 | $4,693-11.6% | $3,985+4.1% | $6,401-35.2% |
| Admin fee / account holder | $3,136 | $9,132-65.7% | $6,835-54.1% | $11,429-72.6% |