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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 | $41,559 | $69,518-40.2% | $59,887-30.6% | $135,379-69.3% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.7%-14.7pp | 82.6%-22.6pp |
| Annual return | -2.84% | 7.95%-10.8pp | 3.46%-6.3pp | 519.79%-522.6pp |
| Employer contribution / active EE | $906 | $3,235-72.0% | $2,722-66.7% | $4,779-81.0% |
| Participant deferral / active EE | $4,104 | $4,204-2.4% | $3,402+20.6% | $5,609-26.8% |
| Admin fee / account holder | $1,199 | $5,734-79.1% | $3,591-66.6% | $10,828-88.9% |