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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 | $53,637 | $75,962-29.4% | $154,108-65.2% | $64,173-16.4% |
| Participation rate | 46.4% | 70.4%-24.0pp | 83.0%-36.6pp | 69.6%-23.1pp |
| Annual return | -4.74% | 30.32%-35.1pp | 735.21%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,056 | $3,350-68.5% | $5,298-80.1% | $2,381-55.7% |
| Participant deferral / active EE | $1,550 | $3,175-51.2% | $5,081-69.5% | $3,470-55.3% |
| Admin fee / account holder | $8,369 | $5,589+49.7% | $13,411-37.6% | $4,887+71.2% |