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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 | $24,033 | $142,409-83.1% | $119,634-79.9% | $134,545-82.1% |
| Participation rate | 46.7% | 82.8%-36.2pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | -16.21% | -12.46%-3.8pp | -14.98%-1.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $1,173 | $5,224-77.5% | $4,232-72.3% | $4,742-75.3% |
| Participant deferral / active EE | $4,464 | $6,468-31.0% | $5,601-20.3% | $6,401-30.3% |
| Admin fee / account holder | $1,441 | $13,594-89.4% | $10,329-86.1% | $11,431-87.4% |