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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 | $20,844 | $82,678-74.8% | $125,391-83.4% | $68,490-69.6% |
| Participation rate | 63.9% | 75.1%-11.2pp | 82.4%-18.5pp | 67.9%-4.0pp |
| Annual return | -12.75% | -5.97%-6.8pp | 572.41%-585.2pp | -7.85%-4.9pp |
| Employer contribution / active EE | $2,145 | $3,382-36.6% | $4,816-55.5% | $2,597-17.4% |
| Participant deferral / active EE | $3,497 | $6,111-42.8% | $7,448-53.0% | $4,028-13.2% |
| Admin fee / account holder | $4,164 | $6,277-33.7% | $10,009-58.4% | $5,403-22.9% |