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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 | $47,226 | $75,962-37.8% | $154,108-69.4% | $64,173-26.4% |
| Participation rate | 64.2% | 70.4%-6.2pp | 83.0%-18.8pp | 69.6%-5.4pp |
| Annual return | -7.52% | 30.32%-37.8pp | 735.21%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,130 | $3,350-36.4% | $5,298-59.8% | $2,381-10.5% |
| Participant deferral / active EE | $2,921 | $3,175-8.0% | $5,081-42.5% | $3,470-15.8% |
| Admin fee / account holder | $7,084 | $5,589+26.7% | $13,411-47.2% | $4,887+44.9% |