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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 | $26,929 | $75,935-64.5% | $60,547-55.5% | $125,388-78.5% |
| Participation rate | 45.5% | 76.5%-31.1pp | 68.0%-22.5pp | 83.2%-37.7pp |
| Annual return | -3.62% | -5.38%+1.8pp | 335.64%-339.3pp | 282.24%-285.9pp |
| Employer contribution / active EE | $979 | $3,438-71.5% | $2,419-59.5% | $4,866-79.9% |
| Participant deferral / active EE | $6,766 | $4,506+50.2% | $3,328+103.3% | $5,352+26.4% |
| Admin fee / account holder | $13,828 | $6,768+104.3% | $4,536+204.8% | $9,541+44.9% |