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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 | $37,171 | $32,117+15.7% | $71,086-47.7% | $64,173-42.1% |
| Participation rate | 20.0% | 42.7%-22.7pp | 54.7%-34.7pp | 69.6%-49.6pp |
| Annual return | -0.90% | -5.57%+4.7pp | 650.59%-651.5pp | 7.63%-8.5pp |
| Employer contribution / active EE | $664 | $712-6.7% | $1,088-38.9% | $2,381-72.1% |
| Participant deferral / active EE | $1,317 | $1,263+4.3% | $1,874-29.7% | $3,470-62.0% |
| Admin fee / account holder | $4,047 | $2,759+46.7% | $3,082+31.3% | $4,887-17.2% |