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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 | $25,862 | $54,355-52.4% | $82,744-68.7% | $68,486-62.2% |
| Participation rate | 52.9% | 63.9%-11.0pp | 72.6%-19.6pp | 67.9%-15.0pp |
| Annual return | -18.80% | -13.67%-5.1pp | 702.22%-721.0pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,209 | $2,219-45.5% | $3,008-59.8% | $2,597-53.4% |
| Participant deferral / active EE | $2,661 | $3,246-18.0% | $4,395-39.5% | $4,028-33.9% |
| Admin fee / account holder | $2,098 | $4,397-52.3% | $5,325-60.6% | $5,404-61.2% |