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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 | $29,565 | $129,959-77.3% | $104,301-71.7% | $134,532-78.0% |
| Participation rate | 40.0% | 79.5%-39.5pp | 73.3%-33.3pp | 81.2%-41.2pp |
| Annual return | -17.15% | 42.04%-59.2pp | 24.61%-41.8pp | 418.27%-435.4pp |
| Employer contribution / active EE | $910 | $4,185-78.3% | $3,373-73.0% | $4,741-80.8% |
| Participant deferral / active EE | $2,280 | $5,589-59.2% | $4,626-50.7% | $6,401-64.4% |
| Admin fee / account holder | $3,269 | $9,325-64.9% | $7,340-55.5% | $11,429-71.4% |