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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 | $20,681 | $82,678-75.0% | $125,391-83.5% | $68,490-69.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -15.28% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $3,196 | $3,382-5.5% | $4,816-33.6% | $2,597+23.1% |
| Participant deferral / active EE | $6,965 | $6,111+14.0% | $7,448-6.5% | $4,028+72.9% |
| Admin fee / account holder | $1,602 | $6,277-74.5% | $10,009-84.0% | $5,403-70.3% |