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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 | $22,286 | $87,016-74.4% | $63,244-64.8% | $125,388-82.2% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.0%-8.5pp | 83.2%-20.7pp |
| Annual return | -1.33% | 21.71%-23.0pp | -70.31%+69.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,708 | $3,601-52.6% | $2,322-26.4% | $4,866-64.9% |
| Participant deferral / active EE | $6,564 | $3,939+66.6% | $2,953+122.2% | $5,352+22.6% |
| Admin fee / account holder | $1,157 | $11,954-90.3% | $5,893-80.4% | $9,541-87.9% |