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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 | $52,358 | $69,012-24.1% | $160,009-67.3% | $68,486-23.5% |
| Participation rate | 22.6% | 65.4%-42.8pp | 78.0%-55.4pp | 67.9%-45.3pp |
| Annual return | -17.79% | -9.65%-8.1pp | 408.85%-426.6pp | -7.85%-9.9pp |
| Employer contribution / active EE | $829 | $2,212-62.5% | $4,225-80.4% | $2,597-68.1% |
| Participant deferral / active EE | $1,968 | $4,212-53.3% | $6,183-68.2% | $4,028-51.1% |
| Admin fee / account holder | $897 | $4,798-81.3% | $8,715-89.7% | $5,404-83.4% |