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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 | $51,499 | $167,504-69.3% | $151,628-66.0% | $134,509-61.7% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.5%-31.9pp | 81.2%-25.7pp |
| Annual return | -12.57% | 7.81%-20.4pp | 3.34%-15.9pp | 418.13%-430.7pp |
| Employer contribution / active EE | $1,564 | $6,828-77.1% | $6,165-74.6% | $4,741-67.0% |
| Participant deferral / active EE | $6,247 | $8,985-30.5% | $8,363-25.3% | $6,400-2.4% |
| Admin fee / account holder | $1,535 | $13,779-88.9% | $11,613-86.8% | $11,427-86.6% |