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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 | $79,379 | $75,962+4.5% | $154,111-48.5% | $64,173+23.7% |
| Participation rate | 56.1% | 70.4%-14.3pp | 83.0%-26.9pp | 69.6%-13.5pp |
| Annual return | -2.71% | 30.32%-33.0pp | 735.18%-737.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $1,094 | $3,350-67.4% | $5,298-79.4% | $2,381-54.1% |
| Participant deferral / active EE | $2,328 | $3,175-26.7% | $5,081-54.2% | $3,470-32.9% |
| Admin fee / account holder | $350 | $5,589-93.7% | $13,411-97.4% | $4,887-92.8% |