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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 | $27,144 | $82,674-67.2% | $125,381-78.4% | $68,486-60.4% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.56% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.7pp |
| Employer contribution / active EE | $1,383 | $3,382-59.1% | $4,815-71.3% | $2,597-46.7% |
| Participant deferral / active EE | $3,970 | $6,111-35.0% | $7,448-46.7% | $4,028-1.4% |
| Admin fee / account holder | $1,146 | $6,277-81.7% | $10,007-88.5% | $5,404-78.8% |