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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 | $33,729 | $82,674-59.2% | $125,363-73.1% | $68,495-50.8% |
| Participation rate | 51.6% | 75.0%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -15.24% | -5.97%-9.3pp | 572.15%-587.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $3,661 | $3,382+8.2% | $4,815-24.0% | $2,596+41.0% |
| Participant deferral / active EE | $5,584 | $6,111-8.6% | $7,447-25.0% | $4,028+38.7% |
| Admin fee / account holder | $8,453 | $6,276+34.7% | $10,005-15.5% | $5,403+56.4% |