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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 | $28,701 | $39,028-26.5% | $80,741-64.5% | $85,847-66.6% |
| Participation rate | 44.1% | 41.6%+2.6pp | 54.2%-10.0pp | 69.3%-25.2pp |
| Annual return | 16.04% | 26.31%-10.3pp | 87.30%-71.3pp | 318.61%-302.6pp |
| Employer contribution / active EE | $2,037 | $722+182.0% | $1,160+75.6% | $2,565-20.6% |
| Participant deferral / active EE | $3,259 | $1,326+145.8% | $2,145+51.9% | $3,952-17.5% |
| Admin fee / account holder | $1,072 | $2,429-55.9% | $3,380-68.3% | $6,261-82.9% |