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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 | $33,665 | $82,674-59.3% | $125,381-73.1% | $68,486-50.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $3,473 | $3,382+2.7% | $4,815-27.9% | $2,597+33.8% |
| Participant deferral / active EE | $7,394 | $6,111+21.0% | $7,448-0.7% | $4,028+83.6% |
| Admin fee / account holder | $971 | $6,277-84.5% | $10,007-90.3% | $5,404-82.0% |