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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 | $82,532 | $49,177+67.8% | $79,476+3.8% | $64,181+28.6% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.6%-25.1pp |
| Annual return | -4.95% | -1.16%-3.8pp | 718.21%-723.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,386 | $2,076-33.2% | $2,800-50.5% | $2,381-41.8% |
| Participant deferral / active EE | $2,598 | $2,821-7.9% | $3,704-29.9% | $3,470-25.1% |
| Admin fee / account holder | $5,506 | $3,839+43.4% | $5,113+7.7% | $4,887+12.7% |