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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 | $55,713 | $72,404-23.1% | $110,243-49.5% | $64,173-13.2% |
| Participation rate | 69.1% | 73.3%-4.2pp | 79.8%-10.7pp | 69.6%-0.5pp |
| Annual return | -3.08% | -6.29%+3.2pp | 314.76%-317.8pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,300 | $2,282-43.0% | $3,827-66.0% | $2,381-45.4% |
| Participant deferral / active EE | $1,978 | $3,469-43.0% | $4,672-57.7% | $3,470-43.0% |
| Admin fee / account holder | $664 | $5,664-88.3% | $8,548-92.2% | $4,887-86.4% |