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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 | $21,640 | $82,674-73.8% | $125,381-82.7% | $68,486-68.4% |
| Participation rate | 68.5% | 75.1%-6.6pp | 82.4%-13.9pp | 67.9%+0.6pp |
| Annual return | -14.13% | -5.97%-8.2pp | 572.31%-586.4pp | -7.85%-6.3pp |
| Employer contribution / active EE | $2,815 | $3,382-16.8% | $4,815-41.5% | $2,597+8.4% |
| Participant deferral / active EE | $8,875 | $6,111+45.2% | $7,448+19.2% | $4,028+120.4% |
| Admin fee / account holder | $2,212 | $6,277-64.8% | $10,007-77.9% | $5,404-59.1% |