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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 | $29,179 | $54,355-46.3% | $82,744-64.7% | $68,486-57.4% |
| Participation rate | 67.3% | 63.9%+3.4pp | 72.6%-5.2pp | 67.9%-0.5pp |
| Annual return | -17.08% | -13.67%-3.4pp | 702.22%-719.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,448 | $2,219+10.3% | $3,008-18.6% | $2,597-5.7% |
| Participant deferral / active EE | $5,065 | $3,246+56.0% | $4,395+15.3% | $4,028+25.8% |
| Admin fee / account holder | $650 | $4,397-85.2% | $5,325-87.8% | $5,404-88.0% |