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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 | $40,408 | $82,674-51.1% | $125,363-67.8% | $68,495-41.0% |
| Participation rate | 69.7% | 75.0%-5.4pp | 82.4%-12.7pp | 67.9%+1.8pp |
| Annual return | -17.16% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,572 | $3,382-23.9% | $4,815-46.6% | $2,596-0.9% |
| Participant deferral / active EE | $5,171 | $6,111-15.4% | $7,447-30.6% | $4,028+28.4% |
| Admin fee / account holder | $770 | $6,276-87.7% | $10,005-92.3% | $5,403-85.7% |