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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 | $32,676 | $75,962-57.0% | $154,108-78.8% | $64,173-49.1% |
| Participation rate | 64.7% | 70.4%-5.7pp | 83.0%-18.3pp | 69.6%-4.9pp |
| Annual return | -7.55% | 30.32%-37.9pp | 735.21%-742.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,314 | $3,350-60.8% | $5,298-75.2% | $2,381-44.8% |
| Participant deferral / active EE | $2,651 | $3,175-16.5% | $5,081-47.8% | $3,470-23.6% |
| Admin fee / account holder | $1,612 | $5,589-71.1% | $13,411-88.0% | $4,887-67.0% |