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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 | $33,761 | $51,226-34.1% | $82,706-59.2% | $66,930-49.6% |
| Participation rate | 62.7% | 67.9%-5.1pp | 72.6%-9.8pp | 69.8%-7.1pp |
| Annual return | -14.99% | -9.61%-5.4pp | 701.76%-716.8pp | 1.57%-16.6pp |
| Employer contribution / active EE | $2,026 | $2,612-22.5% | $3,007-32.6% | $2,545-20.4% |
| Participant deferral / active EE | $4,857 | $3,460+40.4% | $4,394+10.5% | $4,238+14.6% |
| Admin fee / account holder | $603 | $416+45.1% | $5,329-88.7% | $593+1.6% |