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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 | $35,259 | $44,103-20.1% | $75,826-53.5% | $64,173-45.1% |
| Participation rate | 63.2% | 62.7%+0.4pp | 68.2%-5.1pp | 69.6%-6.4pp |
| Annual return | -5.84% | -4.72%-1.1pp | 1914.15%-1920.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,151 | $1,446-20.4% | $1,913-39.8% | $2,381-51.6% |
| Participant deferral / active EE | $2,098 | $2,204-4.8% | $2,862-26.7% | $3,470-39.5% |
| Admin fee / account holder | $1,720 | $3,506-51.0% | $4,726-63.6% | $4,887-64.8% |