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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 | $31,356 | $82,674-62.1% | $125,381-75.0% | $68,486-54.2% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -9.46% | -5.97%-3.5pp | 572.31%-581.8pp | -7.85%-1.6pp |
| Employer contribution / active EE | $1,526 | $3,382-54.9% | $4,815-68.3% | $2,597-41.2% |
| Participant deferral / active EE | $7,119 | $6,111+16.5% | $7,448-4.4% | $4,028+76.8% |
| Admin fee / account holder | $2,515 | $6,277-59.9% | $10,007-74.9% | $5,404-53.5% |