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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 | $27,364 | $72,404-62.2% | $110,243-75.2% | $64,173-57.4% |
| Participation rate | 59.5% | 73.3%-13.9pp | 79.8%-20.4pp | 69.6%-10.1pp |
| Annual return | -6.57% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $987 | $2,282-56.7% | $3,827-74.2% | $2,381-58.5% |
| Participant deferral / active EE | $1,917 | $3,469-44.7% | $4,672-59.0% | $3,470-44.7% |
| Admin fee / account holder | $1,651 | $5,664-70.8% | $8,548-80.7% | $4,887-66.2% |