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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 | $40,902 | $82,674-50.5% | $125,363-67.4% | $68,495-40.3% |
| Participation rate | 67.5% | 75.0%-7.5pp | 82.4%-14.9pp | 67.9%-0.4pp |
| Annual return | -17.86% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,767 | $3,382-47.8% | $4,815-63.3% | $2,596-32.0% |
| Participant deferral / active EE | $4,300 | $6,111-29.6% | $7,447-42.3% | $4,028+6.8% |
| Admin fee / account holder | $7,908 | $6,276+26.0% | $10,005-21.0% | $5,403+46.4% |