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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 | $46,175 | $82,674-44.1% | $125,381-63.2% | $68,486-32.6% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.4%-17.0pp | 67.9%-2.5pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,620 | $3,382-52.1% | $4,815-66.4% | $2,597-37.6% |
| Participant deferral / active EE | $4,409 | $6,111-27.8% | $7,448-40.8% | $4,028+9.5% |
| Admin fee / account holder | $641 | $6,277-89.8% | $10,007-93.6% | $5,404-88.1% |