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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 | $25,083 | $82,314-69.5% | $68,808-63.5% | $134,532-81.4% |
| Participation rate | 45.0% | 75.1%-30.1pp | 69.0%-24.0pp | 81.2%-36.2pp |
| Annual return | -17.73% | -2.18%-15.6pp | -6.37%-11.4pp | 418.27%-436.0pp |
| Employer contribution / active EE | $948 | $3,301-71.3% | $2,656-64.3% | $4,741-80.0% |
| Participant deferral / active EE | $1,482 | $4,740-68.7% | $3,942-62.4% | $6,401-76.8% |
| Admin fee / account holder | $2,158 | $6,484-66.7% | $4,936-56.3% | $11,429-81.1% |