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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 | $20,426 | $82,674-75.3% | $125,363-83.7% | $68,495-70.2% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -8.65% | -5.97%-2.7pp | 572.15%-580.8pp | -7.84%-0.8pp |
| Employer contribution / active EE | $3,398 | $3,382+0.5% | $4,815-29.4% | $2,596+30.9% |
| Participant deferral / active EE | $6,939 | $6,111+13.5% | $7,447-6.8% | $4,028+72.3% |
| Admin fee / account holder | $1,128 | $6,276-82.0% | $10,005-88.7% | $5,403-79.1% |