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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 | $41,336 | $82,674-50.0% | $125,363-67.0% | $68,495-39.7% |
| Participation rate | 54.2% | 75.0%-20.8pp | 82.4%-28.1pp | 67.9%-13.7pp |
| Annual return | -17.89% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,566 | $3,382-24.1% | $4,815-46.7% | $2,596-1.2% |
| Participant deferral / active EE | $4,511 | $6,111-26.2% | $7,447-39.4% | $4,028+12.0% |
| Admin fee / account holder | $5,445 | $6,276-13.2% | $10,005-45.6% | $5,403+0.8% |