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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 | $70,621 | $95,915-26.4% | $79,580-11.3% | $134,532-47.5% |
| Participation rate | 54.2% | 75.0%-20.9pp | 69.5%-15.3pp | 81.2%-27.1pp |
| Annual return | -18.25% | -2.71%-15.5pp | 0.15%-18.4pp | 418.27%-436.5pp |
| Employer contribution / active EE | $914 | $3,129-70.8% | $2,413-62.1% | $4,741-80.7% |
| Participant deferral / active EE | $2,287 | $4,693-51.3% | $3,985-42.6% | $6,401-64.3% |
| Admin fee / account holder | $854 | $9,132-90.7% | $6,835-87.5% | $11,429-92.5% |