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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 | $53,643 | $77,816-31.1% | $123,552-56.6% | $64,173-16.4% |
| Participation rate | 34.9% | 74.7%-39.8pp | 82.3%-47.4pp | 69.6%-34.7pp |
| Annual return | -7.43% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,515 | $3,014-49.7% | $4,628-67.3% | $2,381-36.4% |
| Participant deferral / active EE | $2,532 | $5,240-51.7% | $6,426-60.6% | $3,470-27.0% |
| Admin fee / account holder | $13,240 | $5,519+139.9% | $9,285+42.6% | $4,887+170.9% |