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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 | $30,835 | $45,283-31.9% | $155,789-80.2% | $52,331-41.1% |
| Participation rate | 57.1% | 62.2%-5.1pp | 76.1%-19.0pp | 68.1%-11.0pp |
| Annual return | -0.43% | 1.80%-2.2pp | 71.54%-72.0pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,208 | $1,329-9.1% | $3,839-68.5% | $1,882-35.8% |
| Participant deferral / active EE | $1,995 | $2,854-30.1% | $4,798-58.4% | $3,022-34.0% |
| Admin fee / account holder | $2,015 | $981+105.4% | $7,477-73.1% | $592+240.5% |