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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 | $24,526 | $93,117-73.7% | $77,096-68.2% | $134,532-81.8% |
| Participation rate | 61.9% | 74.5%-12.6pp | 67.9%-6.0pp | 81.2%-19.3pp |
| Annual return | -18.64% | 62.67%-81.3pp | 42.35%-61.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,846 | $3,420-46.0% | $2,814-34.4% | $4,741-61.1% |
| Participant deferral / active EE | $2,614 | $5,241-50.1% | $4,429-41.0% | $6,401-59.2% |
| Admin fee / account holder | $751 | $6,948-89.2% | $5,428-86.2% | $11,429-93.4% |