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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 | $23,680 | $82,678-71.4% | $125,391-81.1% | $68,490-65.4% |
| Participation rate | 61.2% | 75.1%-13.9pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -18.83% | -5.97%-12.9pp | 572.41%-591.2pp | -7.85%-11.0pp |
| Employer contribution / active EE | $2,588 | $3,382-23.5% | $4,816-46.3% | $2,597-0.3% |
| Participant deferral / active EE | $7,373 | $6,111+20.6% | $7,448-1.0% | $4,028+83.1% |
| Admin fee / account holder | $1,859 | $6,277-70.4% | $10,009-81.4% | $5,403-65.6% |