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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 | $72,917 | $95,975-24.0% | $74,549-2.2% | $135,379-46.1% |
| Participation rate | 68.8% | 75.7%-6.9pp | 69.1%-0.4pp | 82.6%-13.9pp |
| Annual return | -7.73% | 56.96%-64.7pp | 32.53%-40.3pp | 519.79%-527.5pp |
| Employer contribution / active EE | $1,472 | $2,716-45.8% | $1,961-24.9% | $4,779-69.2% |
| Participant deferral / active EE | $2,433 | $3,844-36.7% | $3,108-21.7% | $5,609-56.6% |
| Admin fee / account holder | $746 | $6,522-88.6% | $5,059-85.3% | $10,828-93.1% |