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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 | $29,981 | $82,678-63.7% | $125,391-76.1% | $68,490-56.2% |
| Participation rate | 66.7% | 75.1%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $2,023 | $3,382-40.2% | $4,816-58.0% | $2,597-22.1% |
| Participant deferral / active EE | $4,620 | $6,111-24.4% | $7,448-38.0% | $4,028+14.7% |
| Admin fee / account holder | $495 | $6,277-92.1% | $10,009-95.1% | $5,403-90.8% |