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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 | $25,594 | $75,962-66.3% | $154,108-83.4% | $64,173-60.1% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -7.61% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,899 | $3,350-43.3% | $5,298-64.2% | $2,381-20.2% |
| Participant deferral / active EE | $4,106 | $3,175+29.3% | $5,081-19.2% | $3,470+18.3% |
| Admin fee / account holder | $2,963 | $5,589-47.0% | $13,411-77.9% | $4,887-39.4% |