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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 | $41,878 | $72,404-42.2% | $110,243-62.0% | $64,173-34.7% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.2pp |
| Annual return | -5.91% | -6.29%+0.4pp | 314.76%-320.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,826 | $2,282-19.9% | $3,827-52.3% | $2,381-23.3% |
| Participant deferral / active EE | $2,293 | $3,469-33.9% | $4,672-50.9% | $3,470-33.9% |
| Admin fee / account holder | $994 | $5,664-82.4% | $8,548-88.4% | $4,887-79.7% |