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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 | $32,051 | $69,012-53.6% | $160,009-80.0% | $68,486-53.2% |
| Participation rate | 48.8% | 65.4%-16.6pp | 78.0%-29.2pp | 67.9%-19.1pp |
| Annual return | -18.53% | -9.65%-8.9pp | 408.85%-427.4pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,127 | $2,212-49.0% | $4,225-73.3% | $2,597-56.6% |
| Participant deferral / active EE | $2,536 | $4,212-39.8% | $6,183-59.0% | $4,028-37.0% |
| Admin fee / account holder | $2,307 | $4,798-51.9% | $8,715-73.5% | $5,404-57.3% |