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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 | $33,834 | $49,177-31.2% | $79,467-57.4% | $64,173-47.3% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.3%-25.3pp | 69.6%-21.6pp |
| Annual return | -5.14% | -1.16%-4.0pp | 718.30%-723.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,143 | $2,076-45.0% | $2,800-59.2% | $2,381-52.0% |
| Participant deferral / active EE | $1,662 | $2,821-41.1% | $3,704-55.1% | $3,470-52.1% |
| Admin fee / account holder | $1,431 | $3,839-62.7% | $5,104-72.0% | $4,887-70.7% |