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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 | $17,799 | $57,352-69.0% | $83,831-78.8% | $64,173-72.3% |
| Participation rate | 51.1% | 68.6%-17.5pp | 76.1%-25.1pp | 69.6%-18.5pp |
| Annual return | -8.18% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,123 | $2,546-55.9% | $3,631-69.1% | $2,381-52.8% |
| Participant deferral / active EE | $2,296 | $2,993-23.3% | $4,082-43.7% | $3,470-33.8% |
| Admin fee / account holder | $3,029 | $4,046-25.1% | $5,479-44.7% | $4,887-38.0% |