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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 | $31,047 | $54,239-42.8% | $70,098-55.7% | $68,495-54.7% |
| Participation rate | 51.4% | 64.5%-13.2pp | 70.5%-19.1pp | 67.9%-16.5pp |
| Annual return | -16.92% | -13.87%-3.1pp | 190.76%-207.7pp | -7.84%-9.1pp |
| Employer contribution / active EE | $596 | $2,019-70.5% | $2,560-76.7% | $2,596-77.1% |
| Participant deferral / active EE | $2,597 | $2,957-12.2% | $3,849-32.5% | $4,028-35.5% |
| Admin fee / account holder | $3,140 | $4,691-33.1% | $6,266-49.9% | $5,403-41.9% |