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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 | $21,730 | $75,935-71.4% | $60,547-64.1% | $125,393-82.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 68.0%-8.0pp | 83.2%-23.2pp |
| Annual return | -1.60% | -5.38%+3.8pp | 335.64%-337.2pp | 282.23%-283.8pp |
| Employer contribution / active EE | $727 | $3,438-78.8% | $2,419-69.9% | $4,866-85.1% |
| Participant deferral / active EE | $2,183 | $4,506-51.6% | $3,328-34.4% | $5,351-59.2% |
| Admin fee / account holder | $501 | $6,768-92.6% | $4,536-89.0% | $9,541-94.8% |