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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 | $29,397 | $95,975-69.4% | $74,549-60.6% | $135,379-78.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.88% | 56.96%-63.8pp | 32.53%-39.4pp | 519.79%-526.7pp |
| Employer contribution / active EE | $641 | $2,716-76.4% | $1,961-67.3% | $4,779-86.6% |
| Participant deferral / active EE | $2,769 | $3,844-28.0% | $3,108-10.9% | $5,609-50.6% |
| Admin fee / account holder | $864 | $6,522-86.8% | $5,059-82.9% | $10,828-92.0% |