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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 | $26,077 | $75,959-65.7% | $154,114-83.1% | $64,181-59.4% |
| Participation rate | 68.8% | 70.4%-1.7pp | 83.0%-14.3pp | 69.6%-0.8pp |
| Annual return | -4.32% | 30.32%-34.6pp | 735.16%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,269 | $3,350-62.1% | $5,298-76.1% | $2,381-46.7% |
| Participant deferral / active EE | $2,706 | $3,175-14.8% | $5,081-46.7% | $3,470-22.0% |
| Admin fee / account holder | $9,449 | $5,589+69.1% | $13,411-29.5% | $4,887+93.3% |