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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 | $31,109 | $82,678-62.4% | $125,391-75.2% | $68,490-54.6% |
| Participation rate | 55.7% | 75.1%-19.4pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $2,371 | $3,382-29.9% | $4,816-50.8% | $2,597-8.7% |
| Participant deferral / active EE | $6,027 | $6,111-1.4% | $7,448-19.1% | $4,028+49.6% |
| Admin fee / account holder | $3,972 | $6,277-36.7% | $10,009-60.3% | $5,403-26.5% |