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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 | $83,694 | $91,911-8.9% | $68,612+22.0% | $135,380-38.2% |
| Participation rate | 56.5% | 76.7%-20.2pp | 72.2%-15.7pp | 82.6%-26.1pp |
| Annual return | -0.26% | -8.22%+8.0pp | -4.63%+4.4pp | 519.81%-520.1pp |
| Employer contribution / active EE | $378 | $3,924-90.4% | $2,625-85.6% | $4,779-92.1% |
| Participant deferral / active EE | $2,035 | $4,315-52.8% | $3,311-38.5% | $5,609-63.7% |
| Admin fee / account holder | $520 | $9,240-94.4% | $5,131-89.9% | $10,828-95.2% |