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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 | $23,118 | $82,674-72.0% | $125,381-81.6% | $68,486-66.2% |
| Participation rate | 62.2% | 75.1%-12.8pp | 82.4%-20.2pp | 67.9%-5.7pp |
| Annual return | -6.63% | -5.97%-0.7pp | 572.31%-578.9pp | -7.85%+1.2pp |
| Employer contribution / active EE | $1,604 | $3,382-52.6% | $4,815-66.7% | $2,597-38.2% |
| Participant deferral / active EE | $4,832 | $6,111-20.9% | $7,448-35.1% | $4,028+20.0% |
| Admin fee / account holder | $981 | $6,277-84.4% | $10,007-90.2% | $5,404-81.8% |