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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 | $102,312 | $72,404+41.3% | $110,243-7.2% | $64,173+59.4% |
| Participation rate | 32.8% | 73.3%-40.5pp | 79.8%-47.0pp | 69.6%-36.7pp |
| Annual return | -3.13% | -6.29%+3.2pp | 314.76%-317.9pp | 7.63%-10.8pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $3,827-74.4% | $2,381-58.9% |
| Participant deferral / active EE | $2,316 | $3,469-33.2% | $4,672-50.4% | $3,470-33.3% |
| Admin fee / account holder | $1,885 | $5,664-66.7% | $8,548-77.9% | $4,887-61.4% |