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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 | $23,462 | $82,678-71.6% | $125,391-81.3% | $68,490-65.7% |
| Participation rate | 60.5% | 75.1%-14.6pp | 82.4%-21.9pp | 67.9%-7.4pp |
| Annual return | -12.67% | -5.97%-6.7pp | 572.41%-585.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $3,665 | $3,382+8.4% | $4,816-23.9% | $2,597+41.1% |
| Participant deferral / active EE | $5,996 | $6,111-1.9% | $7,448-19.5% | $4,028+48.9% |
| Admin fee / account holder | $3,102 | $6,277-50.6% | $10,009-69.0% | $5,403-42.6% |