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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 | $39,187 | $100,805-61.1% | $86,698-54.8% | $134,532-70.9% |
| Participation rate | 38.5% | 79.0%-40.5pp | 76.6%-38.1pp | 81.2%-42.8pp |
| Annual return | -12.94% | 29.09%-42.0pp | 35.95%-48.9pp | 418.27%-431.2pp |
| Employer contribution / active EE | $765 | $3,490-78.1% | $2,837-73.0% | $4,741-83.9% |
| Participant deferral / active EE | $2,005 | $5,339-62.4% | $4,656-56.9% | $6,401-68.7% |
| Admin fee / account holder | $886 | $10,925-91.9% | $7,493-88.2% | $11,429-92.2% |