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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 | $14,467 | $69,012-79.0% | $160,037-91.0% | $68,490-78.9% |
| Participation rate | 53.5% | 65.4%-11.9pp | 78.0%-24.5pp | 67.9%-14.4pp |
| Annual return | -13.67% | -9.65%-4.0pp | 408.95%-422.6pp | -7.85%-5.8pp |
| Employer contribution / active EE | $1,387 | $2,212-37.3% | $4,226-67.2% | $2,597-46.6% |
| Participant deferral / active EE | $1,850 | $4,212-56.1% | $6,184-70.1% | $4,028-54.1% |
| Admin fee / account holder | $1,712 | $4,798-64.3% | $8,716-80.4% | $5,403-68.3% |