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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 | $36,324 | $57,352-36.7% | $83,831-56.7% | $64,173-43.4% |
| Participation rate | 50.0% | 68.6%-18.6pp | 76.1%-26.1pp | 69.6%-19.6pp |
| Annual return | -7.85% | 11.38%-19.2pp | 850.99%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,669 | $2,546-34.4% | $3,631-54.0% | $2,381-29.9% |
| Participant deferral / active EE | $4,381 | $2,993+46.4% | $4,082+7.3% | $3,470+26.3% |
| Admin fee / account holder | $1,166 | $4,046-71.2% | $5,479-78.7% | $4,887-76.1% |