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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 | $38,935 | $105,867-63.2% | $90,760-57.1% | $134,532-71.1% |
| Participation rate | 58.3% | 78.3%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -16.10% | -10.99%-5.1pp | -12.16%-3.9pp | 418.27%-434.4pp |
| Employer contribution / active EE | $1,194 | $3,464-65.5% | $2,922-59.1% | $4,741-74.8% |
| Participant deferral / active EE | $2,940 | $5,217-43.7% | $4,565-35.6% | $6,401-54.1% |
| Admin fee / account holder | $588 | $13,936-95.8% | $8,444-93.0% | $11,429-94.9% |