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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 | $40,231 | $72,404-44.4% | $110,243-63.5% | $64,173-37.3% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.5pp |
| Annual return | -6.58% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,415 | $2,282-38.0% | $3,827-63.0% | $2,381-40.6% |
| Participant deferral / active EE | $4,030 | $3,469+16.2% | $4,672-13.8% | $3,470+16.1% |
| Admin fee / account holder | $396 | $5,664-93.0% | $8,548-95.4% | $4,887-91.9% |