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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 | $23,167 | $68,996-66.4% | $159,991-85.5% | $68,495-66.2% |
| Participation rate | 69.8% | 65.4%+4.4pp | 78.0%-8.2pp | 67.9%+1.9pp |
| Annual return | -15.24% | -9.65%-5.6pp | 408.82%-424.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,647 | $2,212-25.6% | $4,225-61.0% | $2,596-36.6% |
| Participant deferral / active EE | $4,493 | $4,211+6.7% | $6,183-27.3% | $4,028+11.6% |
| Admin fee / account holder | $2,280 | $4,797-52.5% | $8,715-73.8% | $5,403-57.8% |