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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 | $52,496 | $82,324-36.2% | $68,803-23.7% | $134,545-61.0% |
| Participation rate | 55.6% | 75.1%-19.5pp | 69.0%-13.5pp | 81.2%-25.7pp |
| Annual return | -17.80% | -2.17%-15.6pp | -6.37%-11.4pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,514 | $3,302-54.2% | $2,656-43.0% | $4,742-68.1% |
| Participant deferral / active EE | $2,457 | $4,740-48.2% | $3,942-37.7% | $6,401-61.6% |
| Admin fee / account holder | $513 | $6,485-92.1% | $4,936-89.6% | $11,431-95.5% |