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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 | $44,115 | $57,352-23.1% | $83,830-47.4% | $64,173-31.3% |
| Participation rate | 48.1% | 68.6%-20.5pp | 76.1%-28.0pp | 69.6%-21.5pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.97%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,212 | $2,546-52.4% | $3,631-66.6% | $2,381-49.1% |
| Participant deferral / active EE | $1,980 | $2,993-33.8% | $4,082-51.5% | $3,470-42.9% |
| Admin fee / account holder | $6,584 | $4,046+62.7% | $5,479+20.2% | $4,887+34.7% |