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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 | $34,068 | $167,352-79.6% | $143,788-76.3% | $134,509-74.7% |
| Participation rate | 60.9% | 84.8%-23.9pp | 80.3%-19.4pp | 81.2%-20.4pp |
| Annual return | -14.97% | 0.47%-15.4pp | -0.03%-14.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $1,647 | $5,620-70.7% | $4,952-66.7% | $4,741-65.3% |
| Participant deferral / active EE | $4,181 | $6,447-35.2% | $5,638-25.8% | $6,400-34.7% |
| Admin fee / account holder | $2,496 | $18,091-86.2% | $14,675-83.0% | $11,427-78.2% |