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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 | $23,535 | $57,352-59.0% | $83,830-71.9% | $64,173-63.3% |
| Participation rate | 57.6% | 68.6%-11.0pp | 76.1%-18.5pp | 69.6%-12.0pp |
| Annual return | -8.56% | 11.38%-19.9pp | 850.97%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,074 | $2,546-57.8% | $3,631-70.4% | $2,381-54.9% |
| Participant deferral / active EE | $3,880 | $2,993+29.6% | $4,082-5.0% | $3,470+11.8% |
| Admin fee / account holder | $1,670 | $4,046-58.7% | $5,479-69.5% | $4,887-65.8% |