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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 | $59,388 | $82,678-28.2% | $125,391-52.6% | $68,490-13.3% |
| Participation rate | 64.4% | 75.1%-10.7pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -14.02% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.2pp |
| Employer contribution / active EE | $1,888 | $3,382-44.2% | $4,816-60.8% | $2,597-27.3% |
| Participant deferral / active EE | $3,341 | $6,111-45.3% | $7,448-55.1% | $4,028-17.0% |
| Admin fee / account holder | $2,124 | $6,277-66.2% | $10,009-78.8% | $5,403-60.7% |