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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 | $25,065 | $82,678-69.7% | $125,391-80.0% | $68,490-63.4% |
| Participation rate | 63.5% | 75.1%-11.5pp | 82.4%-18.9pp | 67.9%-4.4pp |
| Annual return | -19.07% | -5.97%-13.1pp | 572.41%-591.5pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,940 | $3,382-42.6% | $4,816-59.7% | $2,597-25.3% |
| Participant deferral / active EE | $3,679 | $6,111-39.8% | $7,448-50.6% | $4,028-8.7% |
| Admin fee / account holder | $1,473 | $6,277-76.5% | $10,009-85.3% | $5,403-72.7% |