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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 | $47,303 | $91,911-48.5% | $68,793-31.2% | $135,382-65.1% |
| Participation rate | 26.1% | 76.7%-50.7pp | 72.2%-46.1pp | 82.6%-56.6pp |
| Annual return | -9.83% | -8.22%-1.6pp | -4.63%-5.2pp | 519.77%-529.6pp |
| Employer contribution / active EE | $533 | $3,924-86.4% | $2,625-79.7% | $4,779-88.9% |
| Participant deferral / active EE | $1,793 | $4,315-58.5% | $3,311-45.9% | $5,609-68.0% |
| Admin fee / account holder | $472 | $9,240-94.9% | $5,131-90.8% | $10,829-95.6% |