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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 | $33,868 | $75,962-55.4% | $154,108-78.0% | $64,173-47.2% |
| Participation rate | 62.3% | 70.4%-8.1pp | 83.0%-20.7pp | 69.6%-7.3pp |
| Annual return | -2.90% | 30.32%-33.2pp | 735.21%-738.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,047 | $3,350-68.7% | $5,298-80.2% | $2,381-56.0% |
| Participant deferral / active EE | $2,370 | $3,175-25.3% | $5,081-53.4% | $3,470-31.7% |
| Admin fee / account holder | $4,550 | $5,589-18.6% | $13,411-66.1% | $4,887-6.9% |