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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 | $33,319 | $30,732+8.4% | $59,496-44.0% | $59,633-44.1% |
| Participation rate | 27.5% | 43.2%-15.8pp | 54.6%-27.1pp | 68.7%-41.2pp |
| Annual return | -0.27% | 4.47%-4.7pp | 182.05%-182.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $236 | $631-62.5% | $1,153-79.5% | $2,203-89.3% |
| Participant deferral / active EE | $1,027 | $1,183-13.2% | $1,829-43.9% | $3,192-67.8% |
| Admin fee / account holder | $617 | $2,136-71.1% | $2,232-72.4% | $4,297-85.6% |