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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 | $25,576 | $57,350-55.4% | $83,850-69.5% | $64,181-60.2% |
| Participation rate | 47.9% | 68.6%-20.7pp | 76.1%-28.2pp | 69.6%-21.6pp |
| Annual return | -7.99% | 11.38%-19.4pp | 850.92%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,199 | $2,545-52.9% | $3,631-67.0% | $2,381-49.6% |
| Participant deferral / active EE | $2,306 | $2,993-23.0% | $4,082-43.5% | $3,470-33.5% |
| Admin fee / account holder | $2,076 | $4,046-48.7% | $5,478-62.1% | $4,887-57.5% |