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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 | $25,482 | $75,962-66.5% | $154,111-83.5% | $64,173-60.3% |
| Participation rate | 69.8% | 70.4%-0.6pp | 83.0%-13.2pp | 69.6%+0.2pp |
| Annual return | -3.71% | 30.32%-34.0pp | 735.18%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $3,953 | $3,350+18.0% | $5,298-25.4% | $2,381+66.0% |
| Participant deferral / active EE | $1,227 | $3,175-61.3% | $5,081-75.8% | $3,470-64.6% |
| Admin fee / account holder | $1,010 | $5,589-81.9% | $13,411-92.5% | $4,887-79.3% |