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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 | $29,444 | $82,678-64.4% | $125,391-76.5% | $68,490-57.0% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -9.59% | -5.97%-3.6pp | 572.41%-582.0pp | -7.85%-1.7pp |
| Employer contribution / active EE | $2,331 | $3,382-31.1% | $4,816-51.6% | $2,597-10.2% |
| Participant deferral / active EE | $4,958 | $6,111-18.9% | $7,448-33.4% | $4,028+23.1% |
| Admin fee / account holder | $5,942 | $6,277-5.3% | $10,009-40.6% | $5,403+10.0% |