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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 | $20,241 | $69,012-70.7% | $160,009-87.4% | $68,486-70.4% |
| Participation rate | 45.9% | 65.4%-19.5pp | 78.0%-32.0pp | 67.9%-21.9pp |
| Annual return | -16.51% | -9.65%-6.9pp | 408.85%-425.4pp | -7.85%-8.7pp |
| Employer contribution / active EE | $2,622 | $2,212+18.5% | $4,225-37.9% | $2,597+1.0% |
| Participant deferral / active EE | $3,809 | $4,212-9.5% | $6,183-38.4% | $4,028-5.4% |
| Admin fee / account holder | $492 | $4,798-89.7% | $8,715-94.3% | $5,404-90.9% |