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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 | $51,981 | $82,674-37.1% | $125,381-58.5% | $68,486-24.1% |
| Participation rate | 64.7% | 75.1%-10.3pp | 82.4%-17.7pp | 67.9%-3.2pp |
| Annual return | -12.30% | -5.97%-6.3pp | 572.31%-584.6pp | -7.85%-4.4pp |
| Employer contribution / active EE | $1,530 | $3,382-54.8% | $4,815-68.2% | $2,597-41.1% |
| Participant deferral / active EE | $4,102 | $6,111-32.9% | $7,448-44.9% | $4,028+1.9% |
| Admin fee / account holder | $14,604 | $6,277+132.7% | $10,007+45.9% | $5,404+170.3% |