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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 | $54,430 | $54,357+0.1% | $82,706-34.2% | $68,495-20.5% |
| Participation rate | 33.0% | 63.9%-31.0pp | 72.6%-39.6pp | 67.9%-34.9pp |
| Annual return | -19.10% | -13.67%-5.4pp | 701.76%-720.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $1,099 | $2,218-50.5% | $3,007-63.5% | $2,596-57.7% |
| Participant deferral / active EE | $2,419 | $3,246-25.5% | $4,394-44.9% | $4,028-39.9% |
| Admin fee / account holder | $8,764 | $4,396+99.3% | $5,329+64.5% | $5,403+62.2% |