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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 | $27,194 | $82,674-67.1% | $125,381-78.3% | $68,486-60.3% |
| Participation rate | 44.1% | 75.1%-30.9pp | 82.4%-38.3pp | 67.9%-23.8pp |
| Annual return | -18.26% | -5.97%-12.3pp | 572.31%-590.6pp | -7.85%-10.4pp |
| Employer contribution / active EE | $785 | $3,382-76.8% | $4,815-83.7% | $2,597-69.8% |
| Participant deferral / active EE | $2,897 | $6,111-52.6% | $7,448-61.1% | $4,028-28.1% |
| Admin fee / account holder | $883 | $6,277-85.9% | $10,007-91.2% | $5,404-83.7% |