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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 | $57,219 | $75,962-24.7% | $154,108-62.9% | $64,173-10.8% |
| Participation rate | 53.8% | 70.4%-16.6pp | 83.0%-29.2pp | 69.6%-15.7pp |
| Annual return | -5.87% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,385 | $3,350-58.6% | $5,298-73.8% | $2,381-41.8% |
| Participant deferral / active EE | $3,551 | $3,175+11.8% | $5,081-30.1% | $3,470+2.3% |
| Admin fee / account holder | $638 | $5,589-88.6% | $13,411-95.2% | $4,887-86.9% |