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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 | $44,147 | $47,977-8.0% | $154,111-71.4% | $56,287-21.6% |
| Participation rate | 67.2% | 66.2%+1.0pp | 83.0%-15.8pp | 69.9%-2.6pp |
| Annual return | -6.49% | 3.54%-10.0pp | 735.18%-741.7pp | -9.96%+3.5pp |
| Employer contribution / active EE | $2,484 | $2,169+14.5% | $5,298-53.1% | $2,111+17.7% |
| Participant deferral / active EE | $2,900 | $2,392+21.2% | $5,081-42.9% | $3,350-13.4% |
| Admin fee / account holder | $1,105 | $438+152.1% | $13,411-91.8% | $521+112.1% |