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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 | $43,264 | $54,355-20.4% | $82,744-47.7% | $68,486-36.8% |
| Participation rate | 38.1% | 63.9%-25.8pp | 72.6%-34.5pp | 67.9%-29.8pp |
| Annual return | -11.66% | -13.67%+2.0pp | 702.22%-713.9pp | -7.85%-3.8pp |
| Employer contribution / active EE | $1,002 | $2,219-54.8% | $3,008-66.7% | $2,597-61.4% |
| Participant deferral / active EE | $1,984 | $3,246-38.9% | $4,395-54.9% | $4,028-50.7% |
| Admin fee / account holder | $2,189 | $4,397-50.2% | $5,325-58.9% | $5,404-59.5% |