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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 | $18,541 | $75,962-75.6% | $154,111-88.0% | $64,173-71.1% |
| Participation rate | 65.1% | 70.4%-5.3pp | 83.0%-17.9pp | 69.6%-4.5pp |
| Annual return | -2.37% | 30.32%-32.7pp | 735.18%-737.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $1,454 | $3,350-56.6% | $5,298-72.6% | $2,381-38.9% |
| Participant deferral / active EE | $2,895 | $3,175-8.8% | $5,081-43.0% | $3,470-16.6% |
| Admin fee / account holder | $1,816 | $5,589-67.5% | $13,411-86.5% | $4,887-62.8% |