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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 | $54,497 | $72,404-24.7% | $110,243-50.6% | $64,173-15.1% |
| Participation rate | 55.6% | 73.3%-17.8pp | 79.8%-24.3pp | 69.6%-14.0pp |
| Annual return | -6.59% | -6.29%-0.3pp | 314.76%-321.3pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,363 | $2,282-40.3% | $3,827-64.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,661 | $3,469-23.3% | $4,672-43.0% | $3,470-23.3% |
| Admin fee / account holder | $1,217 | $5,664-78.5% | $8,548-85.8% | $4,887-75.1% |