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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 | $62,669 | $49,177+27.4% | $79,466-21.1% | $64,173-2.3% |
| Participation rate | 34.4% | 65.0%-30.7pp | 73.3%-39.0pp | 69.6%-35.2pp |
| Annual return | -4.39% | -1.16%-3.2pp | 718.28%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $904 | $2,076-56.5% | $2,800-67.7% | $2,381-62.0% |
| Participant deferral / active EE | $1,748 | $2,821-38.0% | $3,704-52.8% | $3,470-49.6% |
| Admin fee / account holder | $3,007 | $3,839-21.7% | $5,104-41.1% | $4,887-38.5% |