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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 | $36,830 | $75,962-51.5% | $154,111-76.1% | $64,173-42.6% |
| Participation rate | 65.4% | 70.4%-5.0pp | 83.0%-17.7pp | 69.6%-4.2pp |
| Annual return | -5.78% | 30.32%-36.1pp | 735.18%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,946 | $3,350-41.9% | $5,298-63.3% | $2,381-18.2% |
| Participant deferral / active EE | $4,345 | $3,175+36.9% | $5,081-14.5% | $3,470+25.2% |
| Admin fee / account holder | $312 | $5,589-94.4% | $13,411-97.7% | $4,887-93.6% |