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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 | $22,575 | $190,843-88.2% | $159,981-85.9% | $134,493-83.2% |
| Participation rate | 62.5% | 81.9%-19.4pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -14.82% | 552.37%-567.2pp | 408.70%-423.5pp | 418.01%-432.8pp |
| Employer contribution / active EE | $659 | $4,993-86.8% | $4,224-84.4% | $4,740-86.1% |
| Participant deferral / active EE | $2,106 | $6,923-69.6% | $6,182-65.9% | $6,400-67.1% |
| Admin fee / account holder | $6,992 | $10,475-33.3% | $8,700-19.6% | $11,425-38.8% |