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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 | $63,581 | $82,678-23.1% | $125,391-49.3% | $68,490-7.2% |
| Participation rate | 48.4% | 75.1%-26.7pp | 82.4%-34.0pp | 67.9%-19.5pp |
| Annual return | -15.65% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,461 | $3,382-56.8% | $4,816-69.7% | $2,597-43.7% |
| Participant deferral / active EE | $3,355 | $6,111-45.1% | $7,448-55.0% | $4,028-16.7% |
| Admin fee / account holder | $7,787 | $6,277+24.1% | $10,009-22.2% | $5,403+44.1% |