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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 | $41,370 | $82,674-50.0% | $125,363-67.0% | $68,495-39.6% |
| Participation rate | 51.5% | 75.0%-23.5pp | 82.4%-30.9pp | 67.9%-16.4pp |
| Annual return | -16.94% | -5.97%-11.0pp | 572.15%-589.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,520 | $3,382-55.0% | $4,815-68.4% | $2,596-41.5% |
| Participant deferral / active EE | $2,797 | $6,111-54.2% | $7,447-62.4% | $4,028-30.6% |
| Admin fee / account holder | $1,041 | $6,276-83.4% | $10,005-89.6% | $5,403-80.7% |