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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 | $40,307 | $82,678-51.2% | $125,391-67.9% | $68,490-41.1% |
| Participation rate | 67.3% | 75.1%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.41%-590.8pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,700 | $3,382-49.7% | $4,816-64.7% | $2,597-34.5% |
| Participant deferral / active EE | $4,613 | $6,111-24.5% | $7,448-38.1% | $4,028+14.5% |
| Admin fee / account holder | $685 | $6,277-89.1% | $10,009-93.2% | $5,403-87.3% |