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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 | $20,285 | $82,288-75.3% | $68,794-70.5% | $134,509-84.9% |
| Participation rate | 35.0% | 75.1%-40.1pp | 69.0%-34.0pp | 81.2%-46.2pp |
| Annual return | -20.54% | -2.19%-18.4pp | -6.37%-14.2pp | 418.13%-438.7pp |
| Employer contribution / active EE | $1,217 | $3,301-63.1% | $2,656-54.2% | $4,741-74.3% |
| Participant deferral / active EE | $2,545 | $4,738-46.3% | $3,941-35.4% | $6,400-60.2% |
| Admin fee / account holder | $2,634 | $6,482-59.4% | $4,934-46.6% | $11,427-76.9% |