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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 | $19,230 | $167,352-88.5% | $143,788-86.6% | $134,509-85.7% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -18.80% | 0.47%-19.3pp | -0.03%-18.8pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,358 | $5,620-75.8% | $4,952-72.6% | $4,741-71.3% |
| Participant deferral / active EE | $3,716 | $6,447-42.4% | $5,638-34.1% | $6,400-41.9% |
| Admin fee / account holder | $1,713 | $18,091-90.5% | $14,675-88.3% | $11,427-85.0% |