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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 | $43,526 | $82,678-47.4% | $125,391-65.3% | $68,490-36.5% |
| Participation rate | 65.9% | 75.1%-9.2pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.41%-585.3pp | -7.85%-5.0pp |
| Employer contribution / active EE | $1,016 | $3,382-70.0% | $4,816-78.9% | $2,597-60.9% |
| Participant deferral / active EE | $4,812 | $6,111-21.3% | $7,448-35.4% | $4,028+19.5% |
| Admin fee / account holder | $10,192 | $6,277+62.4% | $10,009+1.8% | $5,403+88.6% |