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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 | $23,765 | $82,674-71.3% | $125,363-81.0% | $68,495-65.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -12.47% | -5.97%-6.5pp | 572.15%-584.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,829 | $3,382-45.9% | $4,815-62.0% | $2,596-29.6% |
| Participant deferral / active EE | $5,452 | $6,111-10.8% | $7,447-26.8% | $4,028+35.4% |
| Admin fee / account holder | $1,928 | $6,276-69.3% | $10,005-80.7% | $5,403-64.3% |