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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 | $17,375 | $57,352-69.7% | $83,831-79.3% | $64,173-72.9% |
| Participation rate | 63.3% | 68.6%-5.3pp | 76.1%-12.8pp | 69.6%-6.2pp |
| Annual return | -2.18% | 11.38%-13.6pp | 850.99%-853.2pp | 7.63%-9.8pp |
| Employer contribution / active EE | $1,924 | $2,546-24.4% | $3,631-47.0% | $2,381-19.2% |
| Participant deferral / active EE | $2,840 | $2,993-5.1% | $4,082-30.4% | $3,470-18.1% |
| Admin fee / account holder | $1,454 | $4,046-64.1% | $5,479-73.5% | $4,887-70.2% |