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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 | $37,736 | $57,350-34.2% | $83,850-55.0% | $64,181-41.2% |
| Participation rate | 62.7% | 68.6%-5.9pp | 76.1%-13.4pp | 69.6%-6.8pp |
| Annual return | -4.52% | 11.38%-15.9pp | 850.92%-855.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,006 | $2,545-60.5% | $3,631-72.3% | $2,381-57.8% |
| Participant deferral / active EE | $2,380 | $2,993-20.5% | $4,082-41.7% | $3,470-31.4% |
| Admin fee / account holder | $665 | $4,046-83.6% | $5,478-87.9% | $4,887-86.4% |