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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 | $46,581 | $84,493-44.9% | $125,381-62.8% | $66,938-30.4% |
| Participation rate | 61.8% | 76.4%-14.6pp | 82.4%-20.6pp | 69.8%-8.0pp |
| Annual return | -17.25% | -8.49%-8.8pp | 572.31%-589.6pp | 1.58%-18.8pp |
| Employer contribution / active EE | $3,138 | $3,554-11.7% | $4,815-34.8% | $2,545+23.3% |
| Participant deferral / active EE | $6,657 | $6,783-1.9% | $7,448-10.6% | $4,238+57.1% |
| Admin fee / account holder | $2,043 | $685+198.2% | $10,007-79.6% | $594+244.2% |