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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 | $26,920 | $100,792-73.3% | $86,691-68.9% | $134,509-80.0% |
| Participation rate | 41.2% | 78.9%-37.8pp | 76.6%-35.4pp | 81.2%-40.1pp |
| Annual return | -17.22% | 29.08%-46.3pp | 35.94%-53.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $1,451 | $3,491-58.4% | $2,837-48.8% | $4,741-69.4% |
| Participant deferral / active EE | $1,835 | $5,339-65.6% | $4,656-60.6% | $6,400-71.3% |
| Admin fee / account holder | $3,077 | $10,924-71.8% | $7,492-58.9% | $11,427-73.1% |