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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 | $63,947 | $57,352+11.5% | $83,830-23.7% | $64,173-0.4% |
| Participation rate | 31.6% | 68.6%-37.0pp | 76.1%-44.5pp | 69.6%-37.9pp |
| Annual return | -6.54% | 11.38%-17.9pp | 850.97%-857.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $929 | $2,546-63.5% | $3,631-74.4% | $2,381-61.0% |
| Participant deferral / active EE | $2,220 | $2,993-25.8% | $4,082-45.6% | $3,470-36.0% |
| Admin fee / account holder | $2,242 | $4,046-44.6% | $5,479-59.1% | $4,887-54.1% |