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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 | $34,467 | $82,674-58.3% | $125,363-72.5% | $68,495-49.7% |
| Participation rate | 56.2% | 75.0%-18.9pp | 82.4%-26.2pp | 67.9%-11.7pp |
| Annual return | -17.97% | -5.97%-12.0pp | 572.15%-590.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,671 | $3,382-50.6% | $4,815-65.3% | $2,596-35.7% |
| Participant deferral / active EE | $3,463 | $6,111-43.3% | $7,447-53.5% | $4,028-14.0% |
| Admin fee / account holder | $1,651 | $6,276-73.7% | $10,005-83.5% | $5,403-69.4% |