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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 | $37,028 | $43,730-15.3% | $121,220-69.5% | $64,173-42.3% |
| Participation rate | 55.3% | 58.3%-3.1pp | 71.8%-16.5pp | 69.6%-14.3pp |
| Annual return | -7.05% | 68.94%-76.0pp | 16.94%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $956 | $1,297-26.2% | $4,023-76.2% | $2,381-59.8% |
| Participant deferral / active EE | $1,045 | $2,281-54.2% | $3,345-68.8% | $3,470-69.9% |
| Admin fee / account holder | $953 | $3,502-72.8% | $5,021-81.0% | $4,887-80.5% |