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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 | $77,122 | $49,177+56.8% | $79,466-3.0% | $64,173+20.2% |
| Participation rate | 31.0% | 65.0%-34.0pp | 73.3%-42.3pp | 69.6%-38.5pp |
| Annual return | -7.13% | -1.16%-6.0pp | 718.28%-725.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $1,105 | $2,076-46.8% | $2,800-60.5% | $2,381-53.6% |
| Participant deferral / active EE | $2,356 | $2,821-16.5% | $3,704-36.4% | $3,470-32.1% |
| Admin fee / account holder | $3,243 | $3,839-15.5% | $5,104-36.5% | $4,887-33.6% |