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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 | $34,211 | $72,404-52.7% | $110,243-69.0% | $64,173-46.7% |
| Participation rate | 62.7% | 73.3%-10.6pp | 79.8%-17.1pp | 69.6%-6.9pp |
| Annual return | -7.44% | -6.29%-1.1pp | 314.76%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,809 | $2,282-20.7% | $3,827-52.7% | $2,381-24.0% |
| Participant deferral / active EE | $3,527 | $3,469+1.7% | $4,672-24.5% | $3,470+1.7% |
| Admin fee / account holder | $2,779 | $5,664-50.9% | $8,548-67.5% | $4,887-43.1% |