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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 | $22,982 | $57,352-59.9% | $83,831-72.6% | $64,173-64.2% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -7.35% | 11.38%-18.7pp | 850.99%-858.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,299 | $2,546-49.0% | $3,631-64.2% | $2,381-45.4% |
| Participant deferral / active EE | $2,599 | $2,993-13.2% | $4,082-36.3% | $3,470-25.1% |
| Admin fee / account holder | $1,851 | $4,046-54.2% | $5,479-66.2% | $4,887-62.1% |