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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 | $49,059 | $107,809-54.5% | $90,657-45.9% | $135,379-63.8% |
| Participation rate | 14.3% | 78.0%-63.8pp | 74.0%-59.7pp | 82.6%-68.4pp |
| Annual return | -7.03% | -0.90%-6.1pp | 1.89%-8.9pp | 519.79%-526.8pp |
| Employer contribution / active EE | $314 | $3,018-89.6% | $2,532-87.6% | $4,779-93.4% |
| Participant deferral / active EE | $2,370 | $3,872-38.8% | $3,424-30.8% | $5,609-57.7% |
| Admin fee / account holder | $755 | $5,931-87.3% | $4,994-84.9% | $10,828-93.0% |