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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 | $33,786 | $57,352-41.1% | $83,831-59.7% | $64,173-47.4% |
| Participation rate | 28.1% | 68.6%-40.5pp | 76.1%-48.1pp | 69.6%-41.5pp |
| Annual return | -4.59% | 11.38%-16.0pp | 850.99%-855.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $916 | $2,546-64.0% | $3,631-74.8% | $2,381-61.5% |
| Participant deferral / active EE | $1,754 | $2,993-41.4% | $4,082-57.0% | $3,470-49.5% |
| Admin fee / account holder | $1,847 | $4,046-54.4% | $5,479-66.3% | $4,887-62.2% |