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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 | $62,154 | $82,678-24.8% | $125,391-50.4% | $68,490-9.3% |
| Participation rate | 19.2% | 75.1%-55.8pp | 82.4%-63.2pp | 67.9%-48.7pp |
| Annual return | -13.99% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $2,000 | $3,382-40.9% | $4,816-58.5% | $2,597-23.0% |
| Participant deferral / active EE | $5,887 | $6,111-3.7% | $7,448-21.0% | $4,028+46.1% |
| Admin fee / account holder | $5,717 | $6,277-8.9% | $10,009-42.9% | $5,403+5.8% |