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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 | $96,749 | $138,072-29.9% | $123,549-21.7% | $135,382-28.5% |
| Participation rate | 63.2% | 84.7%-21.6pp | 82.3%-19.1pp | 82.6%-19.5pp |
| Annual return | 0.32% | 153.69%-153.4pp | 119.20%-118.9pp | 519.77%-519.5pp |
| Employer contribution / active EE | $2,027 | $5,152-60.7% | $4,628-56.2% | $4,779-57.6% |
| Participant deferral / active EE | $3,889 | $6,799-42.8% | $6,426-39.5% | $5,609-30.7% |
| Admin fee / account holder | $499 | $10,917-95.4% | $9,284-94.6% | $10,829-95.4% |