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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 | $39,125 | $72,404-46.0% | $110,243-64.5% | $64,173-39.0% |
| Participation rate | 64.5% | 73.3%-8.8pp | 79.8%-15.3pp | 69.6%-5.1pp |
| Annual return | -3.26% | -6.29%+3.0pp | 314.76%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $952 | $2,282-58.3% | $3,827-75.1% | $2,381-60.0% |
| Participant deferral / active EE | $3,033 | $3,469-12.6% | $4,672-35.1% | $3,470-12.6% |
| Admin fee / account holder | $4,876 | $5,664-13.9% | $8,548-43.0% | $4,887-0.2% |