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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 | $30,615 | $82,674-63.0% | $125,363-75.6% | $68,495-55.3% |
| Participation rate | 69.8% | 75.0%-5.2pp | 82.4%-12.6pp | 67.9%+1.9pp |
| Annual return | -14.81% | -5.97%-8.8pp | 572.15%-587.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,774 | $3,382-47.5% | $4,815-63.1% | $2,596-31.7% |
| Participant deferral / active EE | $4,701 | $6,111-23.1% | $7,447-36.9% | $4,028+16.7% |
| Admin fee / account holder | $801 | $6,276-87.2% | $10,005-92.0% | $5,403-85.2% |