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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 | $62,183 | $54,357+14.4% | $82,706-24.8% | $68,495-9.2% |
| Participation rate | 24.4% | 63.9%-39.5pp | 72.6%-48.2pp | 67.9%-43.5pp |
| Annual return | -18.98% | -13.67%-5.3pp | 701.76%-720.7pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,304 | $2,218-41.2% | $3,007-56.6% | $2,596-49.8% |
| Participant deferral / active EE | $2,800 | $3,246-13.7% | $4,394-36.3% | $4,028-30.5% |
| Admin fee / account holder | $798 | $4,396-81.8% | $5,329-85.0% | $5,403-85.2% |