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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 | $83,762 | $69,012+21.4% | $160,037-47.7% | $68,490+22.3% |
| Participation rate | 46.3% | 65.4%-19.1pp | 78.0%-31.6pp | 67.9%-21.6pp |
| Annual return | -18.45% | -9.65%-8.8pp | 408.95%-427.4pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,046 | $2,212-52.7% | $4,226-75.3% | $2,597-59.7% |
| Participant deferral / active EE | $3,040 | $4,212-27.8% | $6,184-50.8% | $4,028-24.5% |
| Admin fee / account holder | $728 | $4,798-84.8% | $8,716-91.7% | $5,403-86.5% |