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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 | $21,026 | $54,355-61.3% | $82,744-74.6% | $68,486-69.3% |
| Participation rate | 62.9% | 63.9%-1.1pp | 72.6%-9.7pp | 67.9%-5.0pp |
| Annual return | -17.94% | -13.67%-4.3pp | 702.22%-720.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,997 | $2,219-10.0% | $3,008-33.6% | $2,597-23.1% |
| Participant deferral / active EE | $4,147 | $3,246+27.7% | $4,395-5.6% | $4,028+3.0% |
| Admin fee / account holder | $1,064 | $4,397-75.8% | $5,325-80.0% | $5,404-80.3% |