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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 | $37,477 | $94,529-60.4% | $140,019-73.2% | $64,173-41.6% |
| Participation rate | 57.1% | 84.1%-26.9pp | 87.5%-30.4pp | 69.6%-12.4pp |
| Annual return | -6.64% | 7.77%-14.4pp | 651.15%-657.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,836 | $3,812-51.8% | $5,605-67.2% | $2,381-22.9% |
| Participant deferral / active EE | $3,891 | $5,250-25.9% | $6,927-43.8% | $3,470+12.1% |
| Admin fee / account holder | $836 | $6,741-87.6% | $10,705-92.2% | $4,887-82.9% |