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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 | $25,604 | $82,674-69.0% | $125,381-79.6% | $68,486-62.6% |
| Participation rate | 67.2% | 75.1%-7.8pp | 82.4%-15.1pp | 67.9%-0.7pp |
| Annual return | -18.54% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,404 | $3,382-58.5% | $4,815-70.8% | $2,597-45.9% |
| Participant deferral / active EE | $6,993 | $6,111+14.4% | $7,448-6.1% | $4,028+73.6% |
| Admin fee / account holder | $4,057 | $6,277-35.4% | $10,007-59.5% | $5,404-24.9% |