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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 | $56,196 | $75,962-26.0% | $154,108-63.5% | $64,173-12.4% |
| Participation rate | 59.5% | 70.4%-10.9pp | 83.0%-23.5pp | 69.6%-10.0pp |
| Annual return | -1.39% | 30.32%-31.7pp | 735.21%-736.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $1,499 | $3,350-55.2% | $5,298-71.7% | $2,381-37.0% |
| Participant deferral / active EE | $5,161 | $3,175+62.6% | $5,081+1.6% | $3,470+48.8% |
| Admin fee / account holder | $10,480 | $5,589+87.5% | $13,411-21.9% | $4,887+114.4% |