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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 | $31,817 | $85,790-62.9% | $67,313-52.7% | $135,380-76.5% |
| Participation rate | 42.9% | 76.5%-33.6pp | 69.1%-26.2pp | 82.6%-39.8pp |
| Annual return | -6.46% | -0.54%-5.9pp | -4.08%-2.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $707 | $3,487-79.7% | $2,566-72.5% | $4,779-85.2% |
| Participant deferral / active EE | $2,212 | $4,651-52.4% | $3,568-38.0% | $5,609-60.6% |
| Admin fee / account holder | $459 | $6,392-92.8% | $4,507-89.8% | $10,828-95.8% |