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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 | $59,417 | $75,962-21.8% | $154,108-61.4% | $64,173-7.4% |
| Participation rate | 63.2% | 70.4%-7.3pp | 83.0%-19.9pp | 69.6%-6.4pp |
| Annual return | -7.15% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $951 | $3,350-71.6% | $5,298-82.1% | $2,381-60.1% |
| Participant deferral / active EE | $3,012 | $3,175-5.1% | $5,081-40.7% | $3,470-13.2% |
| Admin fee / account holder | $3,265 | $5,589-41.6% | $13,411-75.7% | $4,887-33.2% |