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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 | $22,005 | $69,012-68.1% | $160,009-86.2% | $68,486-67.9% |
| Participation rate | 57.1% | 65.4%-8.3pp | 78.0%-20.8pp | 67.9%-10.8pp |
| Annual return | -15.83% | -9.65%-6.2pp | 408.85%-424.7pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,217 | $2,212+0.2% | $4,225-47.5% | $2,597-14.6% |
| Participant deferral / active EE | $4,504 | $4,212+7.0% | $6,183-27.1% | $4,028+11.8% |
| Admin fee / account holder | $2,381 | $4,798-50.4% | $8,715-72.7% | $5,404-55.9% |