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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 | $17,185 | $82,314-79.1% | $68,808-75.0% | $134,532-87.2% |
| Participation rate | 53.3% | 75.1%-21.7pp | 69.0%-15.7pp | 81.2%-27.9pp |
| Annual return | -15.08% | -2.18%-12.9pp | -6.37%-8.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $896 | $3,301-72.9% | $2,656-66.3% | $4,741-81.1% |
| Participant deferral / active EE | $3,986 | $4,740-15.9% | $3,942+1.1% | $6,401-37.7% |
| Admin fee / account holder | $351 | $6,484-94.6% | $4,936-92.9% | $11,429-96.9% |