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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 | $39,347 | $95,895-59.0% | $79,576-50.6% | $134,509-70.7% |
| Participation rate | 69.2% | 75.0%-5.8pp | 69.5%-0.3pp | 81.2%-12.0pp |
| Annual return | -14.62% | -2.72%-11.9pp | 0.15%-14.8pp | 418.13%-432.8pp |
| Employer contribution / active EE | $1,092 | $3,128-65.1% | $2,413-54.7% | $4,741-77.0% |
| Participant deferral / active EE | $5,228 | $4,693+11.4% | $3,985+31.2% | $6,400-18.3% |
| Admin fee / account holder | $1,003 | $9,129-89.0% | $6,834-85.3% | $11,427-91.2% |