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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 | $54,093 | $57,350-5.7% | $83,850-35.5% | $64,181-15.7% |
| Participation rate | 61.5% | 68.6%-7.1pp | 76.1%-14.6pp | 69.6%-8.0pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.92%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,522 | $2,545-40.2% | $3,631-58.1% | $2,381-36.1% |
| Participant deferral / active EE | $2,967 | $2,993-0.9% | $4,082-27.3% | $3,470-14.5% |
| Admin fee / account holder | $611 | $4,046-84.9% | $5,478-88.8% | $4,887-87.5% |