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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 | $46,909 | $82,678-43.3% | $125,391-62.6% | $68,490-31.5% |
| Participation rate | 61.1% | 75.1%-14.0pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,942 | $3,382-42.6% | $4,816-59.7% | $2,597-25.2% |
| Participant deferral / active EE | $2,874 | $6,111-53.0% | $7,448-61.4% | $4,028-28.7% |
| Admin fee / account holder | $917 | $6,277-85.4% | $10,009-90.8% | $5,403-83.0% |