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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 | $23,469 | $55,449-57.7% | $83,831-72.0% | $56,289-58.3% |
| Participation rate | 59.7% | 68.0%-8.3pp | 76.1%-16.5pp | 69.9%-10.2pp |
| Annual return | -7.04% | -1.38%-5.7pp | 850.99%-858.0pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,354 | $2,430-44.3% | $3,631-62.7% | $2,111-35.9% |
| Participant deferral / active EE | $2,484 | $2,935-15.4% | $4,082-39.2% | $3,350-25.9% |
| Admin fee / account holder | $1,515 | $656+131.0% | $5,479-72.3% | $521+190.9% |