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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 | $11,697 | $95,917-87.8% | $79,583-85.3% | $134,545-91.3% |
| Participation rate | 47.4% | 75.0%-27.7pp | 69.5%-22.1pp | 81.2%-33.9pp |
| Annual return | -18.76% | -2.70%-16.1pp | 0.16%-18.9pp | 418.37%-437.1pp |
| Employer contribution / active EE | $962 | $3,129-69.3% | $2,414-60.1% | $4,742-79.7% |
| Participant deferral / active EE | $1,596 | $4,694-66.0% | $3,986-59.9% | $6,401-75.1% |
| Admin fee / account holder | $1,050 | $9,132-88.5% | $6,835-84.6% | $11,431-90.8% |