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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 | $22,550 | $82,674-72.7% | $125,363-82.0% | $68,495-67.1% |
| Participation rate | 47.5% | 75.0%-27.5pp | 82.4%-34.9pp | 67.9%-20.4pp |
| Annual return | -17.11% | -5.97%-11.1pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,952 | $3,382-42.3% | $4,815-59.4% | $2,596-24.8% |
| Participant deferral / active EE | $3,008 | $6,111-50.8% | $7,447-59.6% | $4,028-25.3% |
| Admin fee / account holder | $1,807 | $6,276-71.2% | $10,005-81.9% | $5,403-66.6% |