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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 | $35,210 | $82,674-57.4% | $125,363-71.9% | $68,495-48.6% |
| Participation rate | 67.4% | 75.0%-7.6pp | 82.4%-14.9pp | 67.9%-0.5pp |
| Annual return | -18.02% | -5.97%-12.1pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,589 | $3,382-53.0% | $4,815-67.0% | $2,596-38.8% |
| Participant deferral / active EE | $11,063 | $6,111+81.0% | $7,447+48.6% | $4,028+174.7% |
| Admin fee / account holder | $2,991 | $6,276-52.3% | $10,005-70.1% | $5,403-44.6% |