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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 | $29,352 | $82,674-64.5% | $125,381-76.6% | $68,486-57.1% |
| Participation rate | 65.5% | 75.1%-9.6pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,750 | $3,382-48.3% | $4,815-63.7% | $2,597-32.6% |
| Participant deferral / active EE | $3,782 | $6,111-38.1% | $7,448-49.2% | $4,028-6.1% |
| Admin fee / account holder | $1,927 | $6,277-69.3% | $10,007-80.7% | $5,404-64.3% |