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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 | $41,542 | $43,730-5.0% | $121,220-65.7% | $64,173-35.3% |
| Participation rate | 58.5% | 58.3%+0.2pp | 71.8%-13.2pp | 69.6%-11.0pp |
| Annual return | -4.85% | 68.94%-73.8pp | 16.94%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $463 | $1,297-64.3% | $4,023-88.5% | $2,381-80.5% |
| Participant deferral / active EE | $1,262 | $2,281-44.7% | $3,345-62.3% | $3,470-63.6% |
| Admin fee / account holder | $6,670 | $3,502+90.4% | $5,021+32.8% | $4,887+36.5% |