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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 | $49,544 | $32,117+54.3% | $71,086-30.3% | $64,173-22.8% |
| Participation rate | 36.3% | 42.7%-6.4pp | 54.7%-18.4pp | 69.6%-33.3pp |
| Annual return | -4.83% | -5.57%+0.7pp | 650.59%-655.4pp | 7.63%-12.5pp |
| Employer contribution / active EE | $657 | $712-7.7% | $1,088-39.6% | $2,381-72.4% |
| Participant deferral / active EE | $2,141 | $1,263+69.5% | $1,874+14.2% | $3,470-38.3% |
| Admin fee / account holder | $1,508 | $2,759-45.3% | $3,082-51.1% | $4,887-69.1% |