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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 | $38,912 | $95,895-59.4% | $79,576-51.1% | $134,509-71.1% |
| Participation rate | 65.0% | 75.0%-10.0pp | 69.5%-4.5pp | 81.2%-16.2pp |
| Annual return | -13.47% | -2.72%-10.8pp | 0.15%-13.6pp | 418.13%-431.6pp |
| Employer contribution / active EE | $1,873 | $3,128-40.1% | $2,413-22.4% | $4,741-60.5% |
| Participant deferral / active EE | $3,670 | $4,693-21.8% | $3,985-7.9% | $6,400-42.7% |
| Admin fee / account holder | $5,436 | $9,129-40.5% | $6,834-20.5% | $11,427-52.4% |