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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 | $29,460 | $72,404-59.3% | $110,243-73.3% | $64,173-54.1% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.6%-9.0pp |
| Annual return | -6.75% | -6.29%-0.5pp | 314.76%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,406 | $2,282-38.4% | $3,827-63.2% | $2,381-40.9% |
| Participant deferral / active EE | $2,255 | $3,469-35.0% | $4,672-51.7% | $3,470-35.0% |
| Admin fee / account holder | $2,797 | $5,664-50.6% | $8,548-67.3% | $4,887-42.8% |