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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 | $15,094 | $75,962-80.1% | $154,108-90.2% | $64,173-76.5% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -7.98% | 30.32%-38.3pp | 735.21%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,091 | $3,350-67.4% | $5,298-79.4% | $2,381-54.2% |
| Participant deferral / active EE | $1,891 | $3,175-40.4% | $5,081-62.8% | $3,470-45.5% |
| Admin fee / account holder | $2,145 | $5,589-61.6% | $13,411-84.0% | $4,887-56.1% |