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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 | $57,267 | $57,352-0.1% | $83,830-31.7% | $64,173-10.8% |
| Participation rate | 44.1% | 68.6%-24.5pp | 76.1%-32.0pp | 69.6%-25.5pp |
| Annual return | -5.96% | 11.38%-17.3pp | 850.97%-856.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,274 | $2,546-50.0% | $3,631-64.9% | $2,381-46.5% |
| Participant deferral / active EE | $2,446 | $2,993-18.3% | $4,082-40.1% | $3,470-29.5% |
| Admin fee / account holder | $682 | $4,046-83.1% | $5,479-87.5% | $4,887-86.0% |