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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 | $52,058 | $82,678-37.0% | $125,391-58.5% | $68,490-24.0% |
| Participation rate | 45.5% | 75.1%-29.6pp | 82.4%-36.9pp | 67.9%-22.4pp |
| Annual return | -15.16% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,493 | $3,382-55.9% | $4,816-69.0% | $2,597-42.5% |
| Participant deferral / active EE | $3,965 | $6,111-35.1% | $7,448-46.8% | $4,028-1.5% |
| Admin fee / account holder | $348 | $6,277-94.5% | $10,009-96.5% | $5,403-93.6% |