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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 | $34,893 | $57,352-39.2% | $83,831-58.4% | $64,173-45.6% |
| Participation rate | 64.6% | 68.6%-4.0pp | 76.1%-11.6pp | 69.6%-5.0pp |
| Annual return | -6.08% | 11.38%-17.5pp | 850.99%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,401 | $2,546-45.0% | $3,631-61.4% | $2,381-41.2% |
| Participant deferral / active EE | $2,539 | $2,993-15.2% | $4,082-37.8% | $3,470-26.8% |
| Admin fee / account holder | $594 | $4,046-85.3% | $5,479-89.2% | $4,887-87.9% |