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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 | $39,000 | $82,674-52.8% | $125,363-68.9% | $68,495-43.1% |
| Participation rate | 53.4% | 75.0%-21.6pp | 82.4%-28.9pp | 67.9%-14.4pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.15%-589.0pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,859 | $3,382-45.0% | $4,815-61.4% | $2,596-28.4% |
| Participant deferral / active EE | $3,086 | $6,111-49.5% | $7,447-58.6% | $4,028-23.4% |
| Admin fee / account holder | $1,756 | $6,276-72.0% | $10,005-82.4% | $5,403-67.5% |