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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 | $42,032 | $82,674-49.2% | $125,381-66.5% | $68,486-38.6% |
| Participation rate | 69.1% | 75.1%-5.9pp | 82.4%-13.2pp | 67.9%+1.3pp |
| Annual return | -16.15% | -5.97%-10.2pp | 572.31%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $2,412 | $3,382-28.7% | $4,815-49.9% | $2,597-7.1% |
| Participant deferral / active EE | $3,526 | $6,111-42.3% | $7,448-52.7% | $4,028-12.4% |
| Admin fee / account holder | $1,246 | $6,277-80.2% | $10,007-87.6% | $5,404-77.0% |