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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 | $51,669 | $54,355-4.9% | $82,744-37.6% | $68,486-24.6% |
| Participation rate | 64.0% | 63.9%+0.1pp | 72.6%-8.6pp | 67.9%-3.9pp |
| Annual return | 0.77% | -13.67%+14.4pp | 702.22%-701.5pp | -7.85%+8.6pp |
| Employer contribution / active EE | $1,652 | $2,219-25.6% | $3,008-45.1% | $2,597-36.4% |
| Participant deferral / active EE | $2,517 | $3,246-22.5% | $4,395-42.7% | $4,028-37.5% |
| Admin fee / account holder | $1,369 | $4,397-68.9% | $5,325-74.3% | $5,404-74.7% |