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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 | $32,596 | $82,674-60.6% | $125,381-74.0% | $68,486-52.4% |
| Participation rate | 61.0% | 75.1%-14.1pp | 82.4%-21.4pp | 67.9%-6.9pp |
| Annual return | -14.39% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $1,365 | $3,382-59.6% | $4,815-71.7% | $2,597-47.4% |
| Participant deferral / active EE | $3,188 | $6,111-47.8% | $7,448-57.2% | $4,028-20.8% |
| Admin fee / account holder | $752 | $6,277-88.0% | $10,007-92.5% | $5,404-86.1% |