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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 | $28,723 | $82,674-65.3% | $125,363-77.1% | $68,495-58.1% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -18.90% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,742 | $3,382-48.5% | $4,815-63.8% | $2,596-32.9% |
| Participant deferral / active EE | $3,510 | $6,111-42.6% | $7,447-52.9% | $4,028-12.8% |
| Admin fee / account holder | $1,558 | $6,276-75.2% | $10,005-84.4% | $5,403-71.2% |