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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 | $25,445 | $57,352-55.6% | $83,831-69.6% | $64,173-60.3% |
| Participation rate | 47.4% | 68.6%-21.2pp | 76.1%-28.8pp | 69.6%-22.2pp |
| Annual return | -8.24% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,553 | $2,546-39.0% | $3,631-57.2% | $2,381-34.8% |
| Participant deferral / active EE | $3,116 | $2,993+4.1% | $4,082-23.7% | $3,470-10.2% |
| Admin fee / account holder | $900 | $4,046-77.8% | $5,479-83.6% | $4,887-81.6% |