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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 | $69,860 | $75,959-8.0% | $154,114-54.7% | $64,181+8.8% |
| Participation rate | 44.6% | 70.4%-25.8pp | 83.0%-38.4pp | 69.6%-25.0pp |
| Annual return | -5.58% | 30.32%-35.9pp | 735.16%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,219 | $3,350-63.6% | $5,298-77.0% | $2,381-48.8% |
| Participant deferral / active EE | $2,781 | $3,175-12.4% | $5,081-45.3% | $3,470-19.8% |
| Admin fee / account holder | $2,699 | $5,589-51.7% | $13,411-79.9% | $4,887-44.8% |