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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 | $19,086 | $49,177-61.2% | $79,466-76.0% | $64,173-70.3% |
| Participation rate | 46.7% | 65.0%-18.4pp | 73.3%-26.7pp | 69.6%-22.9pp |
| Annual return | -7.10% | -1.16%-5.9pp | 718.28%-725.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,137 | $2,076+2.9% | $2,800-23.7% | $2,381-10.2% |
| Participant deferral / active EE | $4,862 | $2,821+72.3% | $3,704+31.3% | $3,470+40.1% |
| Admin fee / account holder | $654 | $3,839-83.0% | $5,104-87.2% | $4,887-86.6% |