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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 | $40,299 | $85,790-53.0% | $67,313-40.1% | $135,379-70.2% |
| Participation rate | 41.7% | 76.5%-34.8pp | 69.1%-27.4pp | 82.6%-41.0pp |
| Annual return | -6.91% | -0.54%-6.4pp | -4.08%-2.8pp | 519.79%-526.7pp |
| Employer contribution / active EE | $922 | $3,487-73.6% | $2,566-64.1% | $4,779-80.7% |
| Participant deferral / active EE | $4,431 | $4,651-4.7% | $3,568+24.2% | $5,609-21.0% |
| Admin fee / account holder | $334 | $6,392-94.8% | $4,507-92.6% | $10,828-96.9% |