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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 | $27,280 | $82,674-67.0% | $125,363-78.2% | $68,495-60.2% |
| Participation rate | 46.4% | 75.0%-28.6pp | 82.4%-35.9pp | 67.9%-21.5pp |
| Annual return | -18.69% | -5.97%-12.7pp | 572.15%-590.8pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,923 | $3,382-43.1% | $4,815-60.1% | $2,596-26.0% |
| Participant deferral / active EE | $3,949 | $6,111-35.4% | $7,447-47.0% | $4,028-1.9% |
| Admin fee / account holder | $440 | $6,276-93.0% | $10,005-95.6% | $5,403-91.9% |