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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 | $26,402 | $82,674-68.1% | $125,363-78.9% | $68,495-61.5% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -17.25% | -5.97%-11.3pp | 572.15%-589.4pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,414 | $3,382-28.6% | $4,815-49.9% | $2,596-7.0% |
| Participant deferral / active EE | $4,103 | $6,111-32.9% | $7,447-44.9% | $4,028+1.9% |
| Admin fee / account holder | $2,999 | $6,276-52.2% | $10,005-70.0% | $5,403-44.5% |