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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 | $37,047 | $82,674-55.2% | $125,363-70.4% | $68,495-45.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -18.85% | -5.97%-12.9pp | 572.15%-591.0pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,681 | $3,382-50.3% | $4,815-65.1% | $2,596-35.2% |
| Participant deferral / active EE | $4,977 | $6,111-18.6% | $7,447-33.2% | $4,028+23.6% |
| Admin fee / account holder | $8,710 | $6,276+38.8% | $10,005-12.9% | $5,403+61.2% |