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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 | $40,740 | $72,404-43.7% | $110,241-63.0% | $64,181-36.5% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -6.53% | -6.29%-0.2pp | 314.75%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,606 | $2,282-29.6% | $3,827-58.0% | $2,381-32.5% |
| Participant deferral / active EE | $3,036 | $3,469-12.5% | $4,672-35.0% | $3,470-12.5% |
| Admin fee / account holder | $1,448 | $5,664-74.4% | $8,548-83.1% | $4,887-70.4% |