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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 | $27,526 | $211,946-87.0% | $169,452-83.8% | $135,382-79.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -8.28% | 3.26%-11.5pp | 1.83%-10.1pp | 519.77%-528.0pp |
| Employer contribution / active EE | $695 | $5,117-86.4% | $4,157-83.3% | $4,779-85.5% |
| Participant deferral / active EE | $3,377 | $6,075-44.4% | $5,277-36.0% | $5,609-39.8% |
| Admin fee / account holder | $311 | $11,472-97.3% | $9,110-96.6% | $10,829-97.1% |