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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 | $48,543 | $49,177-1.3% | $79,467-38.9% | $64,173-24.4% |
| Participation rate | 52.5% | 65.0%-12.5pp | 73.3%-20.8pp | 69.6%-17.1pp |
| Annual return | -2.18% | -1.16%-1.0pp | 718.30%-720.5pp | 7.63%-9.8pp |
| Employer contribution / active EE | $229 | $2,076-89.0% | $2,800-91.8% | $2,381-90.4% |
| Participant deferral / active EE | $1,112 | $2,821-60.6% | $3,704-70.0% | $3,470-68.0% |
| Admin fee / account holder | $705 | $3,839-81.6% | $5,104-86.2% | $4,887-85.6% |