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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 | $47,094 | $82,678-43.0% | $125,391-62.4% | $68,490-31.2% |
| Participation rate | 64.1% | 75.1%-11.0pp | 82.4%-18.3pp | 67.9%-3.8pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.41%-590.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $1,991 | $3,382-41.1% | $4,816-58.6% | $2,597-23.3% |
| Participant deferral / active EE | $5,576 | $6,111-8.8% | $7,448-25.1% | $4,028+38.4% |
| Admin fee / account holder | $850 | $6,277-86.5% | $10,009-91.5% | $5,403-84.3% |