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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 | $38,665 | $82,314-53.0% | $68,808-43.8% | $134,532-71.3% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | 0.15% | -2.18%+2.3pp | -6.37%+6.5pp | 418.27%-418.1pp |
| Employer contribution / active EE | $1,821 | $3,301-44.8% | $2,656-31.4% | $4,741-61.6% |
| Participant deferral / active EE | $3,789 | $4,740-20.1% | $3,942-3.9% | $6,401-40.8% |
| Admin fee / account holder | $4,942 | $6,484-23.8% | $4,936+0.1% | $11,429-56.8% |