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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 | $34,352 | $82,678-58.5% | $125,391-72.6% | $68,490-49.8% |
| Participation rate | 34.2% | 75.1%-40.9pp | 82.4%-48.2pp | 67.9%-33.7pp |
| Annual return | -17.95% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,269 | $3,382-62.5% | $4,816-73.7% | $2,597-51.1% |
| Participant deferral / active EE | $3,043 | $6,111-50.2% | $7,448-59.1% | $4,028-24.4% |
| Admin fee / account holder | $366 | $6,277-94.2% | $10,009-96.3% | $5,403-93.2% |