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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 | $30,084 | $32,117-6.3% | $71,089-57.7% | $64,173-53.1% |
| Participation rate | 37.2% | 42.7%-5.5pp | 54.6%-17.4pp | 69.6%-32.4pp |
| Annual return | -5.22% | -5.57%+0.4pp | 650.65%-655.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $714 | $712+0.2% | $1,088-34.4% | $2,381-70.0% |
| Participant deferral / active EE | $2,430 | $1,263+92.4% | $1,873+29.8% | $3,470-30.0% |
| Admin fee / account holder | $836 | $2,759-69.7% | $3,082-72.9% | $4,887-82.9% |