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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 | $44,054 | $82,674-46.7% | $125,363-64.9% | $68,495-35.7% |
| Participation rate | 52.9% | 75.0%-22.1pp | 82.4%-29.4pp | 67.9%-15.0pp |
| Annual return | -15.84% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,329 | $3,382-31.1% | $4,815-51.6% | $2,596-10.3% |
| Participant deferral / active EE | $4,827 | $6,111-21.0% | $7,447-35.2% | $4,028+19.8% |
| Admin fee / account holder | $325 | $6,276-94.8% | $10,005-96.8% | $5,403-94.0% |