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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 | $37,839 | $43,730-13.5% | $121,220-68.8% | $64,173-41.0% |
| Participation rate | 57.6% | 58.3%-0.8pp | 71.8%-14.2pp | 69.6%-12.0pp |
| Annual return | -4.83% | 68.94%-73.8pp | 16.94%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $910 | $1,297-29.9% | $4,023-77.4% | $2,381-61.8% |
| Participant deferral / active EE | $1,366 | $2,281-40.1% | $3,345-59.2% | $3,470-60.6% |
| Admin fee / account holder | $7,458 | $3,502+112.9% | $5,021+48.5% | $4,887+52.6% |