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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 | $34,859 | $167,522-79.2% | $151,639-77.0% | $134,532-74.1% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-32.9pp | 81.2%-26.7pp |
| Annual return | -17.19% | 7.81%-25.0pp | 3.34%-20.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,675 | $6,828-75.5% | $6,165-72.8% | $4,741-64.7% |
| Participant deferral / active EE | $4,172 | $8,986-53.6% | $8,363-50.1% | $6,401-34.8% |
| Admin fee / account holder | $767 | $13,780-94.4% | $11,613-93.4% | $11,429-93.3% |