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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 | $52,586 | $68,996-23.8% | $159,991-67.1% | $68,495-23.2% |
| Participation rate | 58.1% | 65.4%-7.3pp | 78.0%-19.9pp | 67.9%-9.8pp |
| Annual return | -13.14% | -9.65%-3.5pp | 408.82%-422.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $3,323 | $2,212+50.2% | $4,225-21.3% | $2,596+28.0% |
| Participant deferral / active EE | $6,200 | $4,211+47.2% | $6,183+0.3% | $4,028+53.9% |
| Admin fee / account holder | $3,731 | $4,797-22.2% | $8,715-57.2% | $5,403-30.9% |