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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 | $18,514 | $57,352-67.7% | $83,831-77.9% | $64,173-71.1% |
| Participation rate | 51.9% | 68.6%-16.7pp | 76.1%-24.2pp | 69.6%-17.7pp |
| Annual return | -3.28% | 11.38%-14.7pp | 850.99%-854.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,507 | $2,546-40.8% | $3,631-58.5% | $2,381-36.7% |
| Participant deferral / active EE | $2,612 | $2,993-12.7% | $4,082-36.0% | $3,470-24.7% |
| Admin fee / account holder | $2,272 | $4,046-43.8% | $5,479-58.5% | $4,887-53.5% |