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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 | $37,095 | $57,352-35.3% | $83,830-55.8% | $64,173-42.2% |
| Participation rate | 48.2% | 68.6%-20.4pp | 76.1%-28.0pp | 69.6%-21.4pp |
| Annual return | -6.60% | 11.38%-18.0pp | 850.97%-857.6pp | 7.63%-14.2pp |
| Employer contribution / active EE | $747 | $2,546-70.6% | $3,631-79.4% | $2,381-68.6% |
| Participant deferral / active EE | $2,043 | $2,993-31.7% | $4,082-50.0% | $3,470-41.1% |
| Admin fee / account holder | $3,956 | $4,046-2.2% | $5,479-27.8% | $4,887-19.0% |