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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 | $36,576 | $72,404-49.5% | $110,243-66.8% | $64,173-43.0% |
| Participation rate | 52.0% | 73.3%-21.3pp | 79.8%-27.8pp | 69.6%-17.6pp |
| Annual return | -7.51% | -6.29%-1.2pp | 314.76%-322.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,339 | $2,282-41.3% | $3,827-65.0% | $2,381-43.8% |
| Participant deferral / active EE | $1,781 | $3,469-48.7% | $4,672-61.9% | $3,470-48.7% |
| Admin fee / account holder | $1,442 | $5,664-74.5% | $8,548-83.1% | $4,887-70.5% |