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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 | $35,096 | $82,674-57.5% | $125,381-72.0% | $68,486-48.8% |
| Participation rate | 63.8% | 75.1%-11.2pp | 82.4%-18.5pp | 67.9%-4.1pp |
| Annual return | -17.28% | -5.97%-11.3pp | 572.31%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $1,487 | $3,382-56.0% | $4,815-69.1% | $2,597-42.7% |
| Participant deferral / active EE | $3,555 | $6,111-41.8% | $7,448-52.3% | $4,028-11.7% |
| Admin fee / account holder | $1,297 | $6,277-79.3% | $10,007-87.0% | $5,404-76.0% |