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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 | $34,580 | $44,103-21.6% | $75,826-54.4% | $64,173-46.1% |
| Participation rate | 64.3% | 62.7%+1.6pp | 68.2%-3.9pp | 69.6%-5.3pp |
| Annual return | -3.86% | -4.72%+0.9pp | 1914.15%-1918.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $749 | $1,446-48.2% | $1,913-60.9% | $2,381-68.5% |
| Participant deferral / active EE | $1,919 | $2,204-12.9% | $2,862-33.0% | $3,470-44.7% |
| Admin fee / account holder | $571 | $3,506-83.7% | $4,726-87.9% | $4,887-88.3% |