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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 | $35,998 | $82,674-56.5% | $125,381-71.3% | $68,486-47.4% |
| Participation rate | 63.0% | 75.1%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $2,758 | $3,382-18.4% | $4,815-42.7% | $2,597+6.2% |
| Participant deferral / active EE | $6,148 | $6,111+0.6% | $7,448-17.4% | $4,028+52.7% |
| Admin fee / account holder | $5,484 | $6,277-12.6% | $10,007-45.2% | $5,404+1.5% |