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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 | $34,430 | $82,674-58.4% | $125,381-72.5% | $68,486-49.7% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,115 | $3,382-37.4% | $4,815-56.1% | $2,597-18.5% |
| Participant deferral / active EE | $3,915 | $6,111-35.9% | $7,448-47.4% | $4,028-2.8% |
| Admin fee / account holder | $4,201 | $6,277-33.1% | $10,007-58.0% | $5,404-22.3% |