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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 | $25,540 | $54,370-53.0% | $82,763-69.1% | $68,490-62.7% |
| Participation rate | 41.7% | 63.9%-22.3pp | 72.6%-30.9pp | 67.9%-26.2pp |
| Annual return | -14.74% | -13.67%-1.1pp | 702.45%-717.2pp | -7.85%-6.9pp |
| Employer contribution / active EE | $1,082 | $2,219-51.2% | $3,008-64.0% | $2,597-58.3% |
| Participant deferral / active EE | $1,629 | $3,247-49.8% | $4,395-62.9% | $4,028-59.6% |
| Admin fee / account holder | $1,013 | $4,398-77.0% | $5,325-81.0% | $5,403-81.3% |