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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 | $52,874 | $43,730+20.9% | $121,220-56.4% | $64,173-17.6% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.8%-38.4pp | 69.6%-36.2pp |
| Annual return | -5.59% | 68.94%-74.5pp | 16.94%-22.5pp | 7.63%-13.2pp |
| Employer contribution / active EE | $343 | $1,297-73.5% | $4,023-91.5% | $2,381-85.6% |
| Participant deferral / active EE | $2,325 | $2,281+2.0% | $3,345-30.5% | $3,470-33.0% |
| Admin fee / account holder | $7,115 | $3,502+103.1% | $5,021+41.7% | $4,887+45.6% |