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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 | $38,651 | $57,352-32.6% | $83,831-53.9% | $64,173-39.8% |
| Participation rate | 69.4% | 68.6%+0.8pp | 76.1%-6.7pp | 69.6%-0.1pp |
| Annual return | -3.79% | 11.38%-15.2pp | 850.99%-854.8pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,336 | $2,546-47.5% | $3,631-63.2% | $2,381-43.9% |
| Participant deferral / active EE | $2,961 | $2,993-1.1% | $4,082-27.5% | $3,470-14.7% |
| Admin fee / account holder | $646 | $4,046-84.0% | $5,479-88.2% | $4,887-86.8% |