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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 | $28,278 | $75,962-62.8% | $154,111-81.7% | $64,173-55.9% |
| Participation rate | 58.1% | 70.4%-12.3pp | 83.0%-24.9pp | 69.6%-11.4pp |
| Annual return | -6.40% | 30.32%-36.7pp | 735.18%-741.6pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,920 | $3,350-42.7% | $5,298-63.8% | $2,381-19.4% |
| Participant deferral / active EE | $4,068 | $3,175+28.1% | $5,081-19.9% | $3,470+17.2% |
| Admin fee / account holder | $525 | $5,589-90.6% | $13,411-96.1% | $4,887-89.3% |