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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 | $27,221 | $82,288-66.9% | $68,794-60.4% | $134,509-79.8% |
| Participation rate | 68.2% | 75.1%-6.9pp | 69.0%-0.8pp | 81.2%-13.0pp |
| Annual return | -18.09% | -2.19%-15.9pp | -6.37%-11.7pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,930 | $3,301-11.2% | $2,656+10.3% | $4,741-38.2% |
| Participant deferral / active EE | $4,574 | $4,738-3.5% | $3,941+16.1% | $6,400-28.5% |
| Admin fee / account holder | $1,049 | $6,482-83.8% | $4,934-78.7% | $11,427-90.8% |