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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 | $21,884 | $49,177-55.5% | $79,466-72.5% | $64,173-65.9% |
| Participation rate | 63.9% | 65.0%-1.1pp | 73.3%-9.5pp | 69.6%-5.7pp |
| Annual return | -6.64% | -1.16%-5.5pp | 718.28%-724.9pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,612 | $2,076-22.4% | $2,800-42.4% | $2,381-32.3% |
| Participant deferral / active EE | $2,967 | $2,821+5.2% | $3,704-19.9% | $3,470-14.5% |
| Admin fee / account holder | $1,479 | $3,839-61.5% | $5,104-71.0% | $4,887-69.7% |