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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 | $22,655 | $82,674-72.6% | $125,363-81.9% | $68,495-66.9% |
| Participation rate | 51.4% | 75.0%-23.6pp | 82.4%-30.9pp | 67.9%-16.5pp |
| Annual return | -19.31% | -5.97%-13.3pp | 572.15%-591.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,033 | $3,382-39.9% | $4,815-57.8% | $2,596-21.7% |
| Participant deferral / active EE | $3,317 | $6,111-45.7% | $7,447-55.5% | $4,028-17.7% |
| Admin fee / account holder | $614 | $6,276-90.2% | $10,005-93.9% | $5,403-88.6% |