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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 | $21,960 | $49,177-55.3% | $79,467-72.4% | $64,173-65.8% |
| Participation rate | 68.0% | 65.0%+3.0pp | 73.3%-5.3pp | 69.6%-1.6pp |
| Annual return | -2.36% | -1.16%-1.2pp | 718.30%-720.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $855 | $2,076-58.8% | $2,800-69.5% | $2,381-64.1% |
| Participant deferral / active EE | $918 | $2,821-67.5% | $3,704-75.2% | $3,470-73.6% |
| Admin fee / account holder | $5,198 | $3,839+35.4% | $5,104+1.8% | $4,887+6.4% |