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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 | $25,998 | $72,404-64.1% | $110,243-76.4% | $64,173-59.5% |
| Participation rate | 52.9% | 73.3%-20.5pp | 79.8%-26.9pp | 69.6%-16.7pp |
| Annual return | -7.00% | -6.29%-0.7pp | 314.76%-321.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,269 | $2,282-44.4% | $3,827-66.8% | $2,381-46.7% |
| Participant deferral / active EE | $2,786 | $3,469-19.7% | $4,672-40.4% | $3,470-19.7% |
| Admin fee / account holder | $954 | $5,664-83.2% | $8,548-88.8% | $4,887-80.5% |