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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 | $44,644 | $72,404-38.3% | $110,243-59.5% | $64,173-30.4% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | -0.63% | -6.29%+5.7pp | 314.76%-315.4pp | 7.63%-8.3pp |
| Employer contribution / active EE | $1,489 | $2,282-34.7% | $3,827-61.1% | $2,381-37.4% |
| Participant deferral / active EE | $2,153 | $3,469-37.9% | $4,672-53.9% | $3,470-37.9% |
| Admin fee / account holder | $2,074 | $5,664-63.4% | $8,548-75.7% | $4,887-57.6% |