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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 | $28,317 | $82,674-65.7% | $125,381-77.4% | $68,486-58.7% |
| Participation rate | 54.9% | 75.1%-20.1pp | 82.4%-27.5pp | 67.9%-13.0pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.31%-591.7pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,045 | $3,382-39.5% | $4,815-57.5% | $2,597-21.2% |
| Participant deferral / active EE | $4,016 | $6,111-34.3% | $7,448-46.1% | $4,028-0.3% |
| Admin fee / account holder | $2,104 | $6,277-66.5% | $10,007-79.0% | $5,404-61.1% |