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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 | $22,912 | $75,962-69.8% | $154,108-85.1% | $64,173-64.3% |
| Participation rate | 65.2% | 70.4%-5.2pp | 83.0%-17.8pp | 69.6%-4.4pp |
| Annual return | -3.33% | 30.32%-33.6pp | 735.21%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,896 | $3,350-43.4% | $5,298-64.2% | $2,381-20.3% |
| Participant deferral / active EE | $3,293 | $3,175+3.7% | $5,081-35.2% | $3,470-5.1% |
| Admin fee / account holder | $863 | $5,589-84.6% | $13,411-93.6% | $4,887-82.3% |