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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 | $39,644 | $57,350-30.9% | $83,850-52.7% | $64,181-38.2% |
| Participation rate | 58.6% | 68.6%-10.0pp | 76.1%-17.5pp | 69.6%-10.9pp |
| Annual return | -6.38% | 11.38%-17.8pp | 850.92%-857.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,072 | $2,545-18.6% | $3,631-42.9% | $2,381-13.0% |
| Participant deferral / active EE | $4,295 | $2,993+43.5% | $4,082+5.2% | $3,470+23.8% |
| Admin fee / account holder | $9,219 | $4,046+127.9% | $5,478+68.3% | $4,887+88.6% |