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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 | $32,611 | $82,674-60.6% | $125,381-74.0% | $68,486-52.4% |
| Participation rate | 46.6% | 75.1%-28.5pp | 82.4%-35.8pp | 67.9%-21.3pp |
| Annual return | -12.52% | -5.97%-6.5pp | 572.31%-584.8pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,423 | $3,382-57.9% | $4,815-70.5% | $2,597-45.2% |
| Participant deferral / active EE | $3,944 | $6,111-35.5% | $7,448-47.0% | $4,028-2.1% |
| Admin fee / account holder | $1,598 | $6,277-74.5% | $10,007-84.0% | $5,404-70.4% |