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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 | $49,621 | $54,357-8.7% | $82,706-40.0% | $68,495-27.6% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -13.13% | -13.67%+0.5pp | 701.76%-714.9pp | -7.84%-5.3pp |
| Employer contribution / active EE | $425 | $2,218-80.8% | $3,007-85.9% | $2,596-83.6% |
| Participant deferral / active EE | $1,353 | $3,246-58.3% | $4,394-69.2% | $4,028-66.4% |
| Admin fee / account holder | $2,011 | $4,396-54.3% | $5,329-62.3% | $5,403-62.8% |