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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 | $37,425 | $43,730-14.4% | $121,220-69.1% | $64,173-41.7% |
| Participation rate | 44.2% | 58.3%-14.2pp | 71.8%-27.6pp | 69.6%-25.4pp |
| Annual return | -6.29% | 68.94%-75.2pp | 16.94%-23.2pp | 7.63%-13.9pp |
| Employer contribution / active EE | $915 | $1,297-29.4% | $4,023-77.2% | $2,381-61.6% |
| Participant deferral / active EE | $1,734 | $2,281-24.0% | $3,345-48.2% | $3,470-50.0% |
| Admin fee / account holder | $3,424 | $3,502-2.2% | $5,021-31.8% | $4,887-29.9% |