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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 | $19,192 | $82,674-76.8% | $125,381-84.7% | $68,486-72.0% |
| Participation rate | 49.1% | 75.1%-25.9pp | 82.4%-33.3pp | 67.9%-18.8pp |
| Annual return | -0.90% | -5.97%+5.1pp | 572.31%-573.2pp | -7.85%+7.0pp |
| Employer contribution / active EE | $2,421 | $3,382-28.4% | $4,815-49.7% | $2,597-6.8% |
| Participant deferral / active EE | $4,187 | $6,111-31.5% | $7,448-43.8% | $4,028+3.9% |
| Admin fee / account holder | $1,111 | $6,277-82.3% | $10,007-88.9% | $5,404-79.4% |