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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 | $12,592 | $85,790-85.3% | $67,313-81.3% | $135,379-90.7% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -7.53% | -0.54%-7.0pp | -4.08%-3.4pp | 519.79%-527.3pp |
| Employer contribution / active EE | $879 | $3,487-74.8% | $2,566-65.7% | $4,779-81.6% |
| Participant deferral / active EE | $3,313 | $4,651-28.8% | $3,568-7.2% | $5,609-40.9% |
| Admin fee / account holder | $1,159 | $6,392-81.9% | $4,507-74.3% | $10,828-89.3% |