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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 | $22,002 | $95,895-77.1% | $79,576-72.4% | $134,509-83.6% |
| Participation rate | 45.5% | 75.0%-29.6pp | 69.5%-24.0pp | 81.2%-35.8pp |
| Annual return | -18.53% | -2.72%-15.8pp | 0.15%-18.7pp | 418.13%-436.7pp |
| Employer contribution / active EE | $581 | $3,128-81.4% | $2,413-75.9% | $4,741-87.7% |
| Participant deferral / active EE | $1,721 | $4,693-63.3% | $3,985-56.8% | $6,400-73.1% |
| Admin fee / account holder | $1,690 | $9,129-81.5% | $6,834-75.3% | $11,427-85.2% |