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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 | $23,047 | $68,996-66.6% | $159,991-85.6% | $68,495-66.4% |
| Participation rate | 60.9% | 65.4%-4.5pp | 78.0%-17.1pp | 67.9%-7.0pp |
| Annual return | -16.98% | -9.65%-7.3pp | 408.82%-425.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,008 | $2,212-9.2% | $4,225-52.5% | $2,596-22.7% |
| Participant deferral / active EE | $3,265 | $4,211-22.5% | $6,183-47.2% | $4,028-18.9% |
| Admin fee / account holder | $1,714 | $4,797-64.3% | $8,715-80.3% | $5,403-68.3% |