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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 | $37,103 | $100,805-63.2% | $86,698-57.2% | $134,532-72.4% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -18.39% | 29.09%-47.5pp | 35.95%-54.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,467 | $3,490-58.0% | $2,837-48.3% | $4,741-69.1% |
| Participant deferral / active EE | $3,028 | $5,339-43.3% | $4,656-35.0% | $6,401-52.7% |
| Admin fee / account holder | $367 | $10,925-96.6% | $7,493-95.1% | $11,429-96.8% |