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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 | $48,290 | $82,678-41.6% | $125,391-61.5% | $68,490-29.5% |
| Participation rate | 38.7% | 75.1%-36.4pp | 82.4%-43.7pp | 67.9%-29.2pp |
| Annual return | -11.27% | -5.97%-5.3pp | 572.41%-583.7pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,536 | $3,382-54.6% | $4,816-68.1% | $2,597-40.9% |
| Participant deferral / active EE | $6,404 | $6,111+4.8% | $7,448-14.0% | $4,028+59.0% |
| Admin fee / account holder | $1,366 | $6,277-78.2% | $10,009-86.3% | $5,403-74.7% |