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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 | $38,463 | $82,678-53.5% | $125,391-69.3% | $68,490-43.8% |
| Participation rate | 55.7% | 75.1%-19.4pp | 82.4%-26.7pp | 67.9%-12.2pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $2,296 | $3,382-32.1% | $4,816-52.3% | $2,597-11.6% |
| Participant deferral / active EE | $3,973 | $6,111-35.0% | $7,448-46.7% | $4,028-1.4% |
| Admin fee / account holder | $1,804 | $6,277-71.3% | $10,009-82.0% | $5,403-66.6% |