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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 | $30,743 | $54,355-43.4% | $82,744-62.8% | $68,486-55.1% |
| Participation rate | 38.7% | 63.9%-25.2pp | 72.6%-33.9pp | 67.9%-29.2pp |
| Annual return | -19.45% | -13.67%-5.8pp | 702.22%-721.7pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,199 | $2,219-45.9% | $3,008-60.1% | $2,597-53.8% |
| Participant deferral / active EE | $3,011 | $3,246-7.2% | $4,395-31.5% | $4,028-25.2% |
| Admin fee / account holder | $3,077 | $4,397-30.0% | $5,325-42.2% | $5,404-43.1% |