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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 | $32,499 | $54,357-40.2% | $82,706-60.7% | $68,495-52.6% |
| Participation rate | 35.7% | 63.9%-28.2pp | 72.6%-36.8pp | 67.9%-32.2pp |
| Annual return | -17.06% | -13.67%-3.4pp | 701.76%-718.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,605 | $2,218-27.7% | $3,007-46.6% | $2,596-38.2% |
| Participant deferral / active EE | $2,476 | $3,246-23.7% | $4,394-43.7% | $4,028-38.5% |
| Admin fee / account holder | $1,694 | $4,396-61.5% | $5,329-68.2% | $5,403-68.7% |