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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 | $33,218 | $82,674-59.8% | $125,381-73.5% | $68,486-51.5% |
| Participation rate | 62.5% | 75.1%-12.6pp | 82.4%-19.9pp | 67.9%-5.4pp |
| Annual return | -18.62% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $2,316 | $3,382-31.5% | $4,815-51.9% | $2,597-10.8% |
| Participant deferral / active EE | $5,979 | $6,111-2.2% | $7,448-19.7% | $4,028+48.5% |
| Admin fee / account holder | $689 | $6,277-89.0% | $10,007-93.1% | $5,404-87.2% |