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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 | $28,788 | $82,678-65.2% | $125,391-77.0% | $68,490-58.0% |
| Participation rate | 63.2% | 75.1%-11.9pp | 82.4%-19.2pp | 67.9%-4.7pp |
| Annual return | -15.25% | -5.97%-9.3pp | 572.41%-587.7pp | -7.85%-7.4pp |
| Employer contribution / active EE | $2,970 | $3,382-12.2% | $4,816-38.3% | $2,597+14.4% |
| Participant deferral / active EE | $4,746 | $6,111-22.3% | $7,448-36.3% | $4,028+17.8% |
| Admin fee / account holder | $2,630 | $6,277-58.1% | $10,009-73.7% | $5,403-51.3% |