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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 | $24,985 | $82,678-69.8% | $125,391-80.1% | $68,490-63.5% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -18.53% | -5.97%-12.6pp | 572.41%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,401 | $3,382-58.6% | $4,816-70.9% | $2,597-46.1% |
| Participant deferral / active EE | $4,354 | $6,111-28.8% | $7,448-41.5% | $4,028+8.1% |
| Admin fee / account holder | $762 | $6,277-87.9% | $10,009-92.4% | $5,403-85.9% |