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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 | $44,652 | $49,177-9.2% | $79,466-43.8% | $64,173-30.4% |
| Participation rate | 41.0% | 65.0%-24.0pp | 73.3%-32.4pp | 69.6%-28.6pp |
| Annual return | -4.47% | -1.16%-3.3pp | 718.28%-722.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,182 | $2,076-43.0% | $2,800-57.8% | $2,381-50.3% |
| Participant deferral / active EE | $1,833 | $2,821-35.0% | $3,704-50.5% | $3,470-47.2% |
| Admin fee / account holder | $394 | $3,839-89.7% | $5,104-92.3% | $4,887-91.9% |