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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 | $79,179 | $49,177+61.0% | $79,467-0.4% | $64,173+23.4% |
| Participation rate | 57.7% | 65.0%-7.3pp | 73.3%-15.7pp | 69.6%-11.9pp |
| Annual return | -4.67% | -1.16%-3.5pp | 718.30%-723.0pp | 7.63%-12.3pp |
| Employer contribution / active EE | $462 | $2,076-77.7% | $2,800-83.5% | $2,381-80.6% |
| Participant deferral / active EE | $1,868 | $2,821-33.8% | $3,704-49.6% | $3,470-46.1% |
| Admin fee / account holder | $1,109 | $3,839-71.1% | $5,104-78.3% | $4,887-77.3% |