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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 | $22,429 | $100,792-77.7% | $86,691-74.1% | $134,509-83.3% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -20.17% | 29.08%-49.3pp | 35.94%-56.1pp | 418.13%-438.3pp |
| Employer contribution / active EE | $2,530 | $3,491-27.5% | $2,837-10.8% | $4,741-46.6% |
| Participant deferral / active EE | $6,342 | $5,339+18.8% | $4,656+36.2% | $6,400-0.9% |
| Admin fee / account holder | $1,359 | $10,924-87.6% | $7,492-81.9% | $11,427-88.1% |