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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 | $26,027 | $69,012-62.3% | $160,009-83.7% | $68,486-62.0% |
| Participation rate | 34.5% | 65.4%-30.9pp | 78.0%-43.5pp | 67.9%-33.4pp |
| Annual return | -12.44% | -9.65%-2.8pp | 408.85%-421.3pp | -7.85%-4.6pp |
| Employer contribution / active EE | $871 | $2,212-60.6% | $4,225-79.4% | $2,597-66.5% |
| Participant deferral / active EE | $3,346 | $4,212-20.6% | $6,183-45.9% | $4,028-16.9% |
| Admin fee / account holder | $372 | $4,798-92.2% | $8,715-95.7% | $5,404-93.1% |