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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 | $23,824 | $100,805-76.4% | $86,698-72.5% | $134,532-82.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 76.6%-36.6pp | 81.2%-41.2pp |
| Annual return | -16.85% | 29.09%-45.9pp | 35.95%-52.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $966 | $3,490-72.3% | $2,837-66.0% | $4,741-79.6% |
| Participant deferral / active EE | $2,398 | $5,339-55.1% | $4,656-48.5% | $6,401-62.5% |
| Admin fee / account holder | $1,040 | $10,925-90.5% | $7,493-86.1% | $11,429-90.9% |