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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 | $39,403 | $82,674-52.3% | $125,363-68.6% | $68,495-42.5% |
| Participation rate | 67.9% | 75.0%-7.2pp | 82.4%-14.5pp | 67.9%0pp |
| Annual return | -16.06% | -5.97%-10.1pp | 572.15%-588.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $1,674 | $3,382-50.5% | $4,815-65.2% | $2,596-35.5% |
| Participant deferral / active EE | $4,442 | $6,111-27.3% | $7,447-40.4% | $4,028+10.3% |
| Admin fee / account holder | $3,425 | $6,276-45.4% | $10,005-65.8% | $5,403-36.6% |