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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 | $43,396 | $54,355-20.2% | $82,744-47.6% | $68,486-36.6% |
| Participation rate | 51.9% | 63.9%-12.1pp | 72.6%-20.7pp | 67.9%-16.0pp |
| Annual return | -18.55% | -13.67%-4.9pp | 702.22%-720.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,125 | $2,219-49.3% | $3,008-62.6% | $2,597-56.7% |
| Participant deferral / active EE | $2,224 | $3,246-31.5% | $4,395-49.4% | $4,028-44.8% |
| Admin fee / account holder | $1,715 | $4,397-61.0% | $5,325-67.8% | $5,404-68.3% |