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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 | $35,433 | $142,392-75.1% | $119,622-70.4% | $134,532-73.7% |
| Participation rate | 68.8% | 82.8%-14.1pp | 79.3%-10.5pp | 81.2%-12.5pp |
| Annual return | -18.13% | -12.46%-5.7pp | -14.98%-3.1pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,499 | $5,224-52.2% | $4,232-41.0% | $4,741-47.3% |
| Participant deferral / active EE | $6,014 | $6,467-7.0% | $5,601+7.4% | $6,401-6.0% |
| Admin fee / account holder | $552 | $13,593-95.9% | $10,328-94.7% | $11,429-95.2% |