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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 | $25,966 | $75,962-65.8% | $154,108-83.2% | $64,173-59.5% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -3.81% | 30.32%-34.1pp | 735.21%-739.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $802 | $3,350-76.1% | $5,298-84.9% | $2,381-66.3% |
| Participant deferral / active EE | $1,655 | $3,175-47.9% | $5,081-67.4% | $3,470-52.3% |
| Admin fee / account holder | $4,351 | $5,589-22.1% | $13,411-67.6% | $4,887-11.0% |