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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 | $35,807 | $57,352-37.6% | $83,830-57.3% | $64,173-44.2% |
| Participation rate | 34.4% | 68.6%-34.2pp | 76.1%-41.8pp | 69.6%-35.2pp |
| Annual return | -5.86% | 11.38%-17.2pp | 850.97%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,312 | $2,546-48.5% | $3,631-63.9% | $2,381-44.9% |
| Participant deferral / active EE | $2,487 | $2,993-16.9% | $4,082-39.1% | $3,470-28.3% |
| Admin fee / account holder | $616 | $4,046-84.8% | $5,479-88.8% | $4,887-87.4% |