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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 | $40,718 | $72,404-43.8% | $110,243-63.1% | $64,173-36.5% |
| Participation rate | 48.1% | 73.3%-25.2pp | 79.8%-31.7pp | 69.6%-21.4pp |
| Annual return | -2.97% | -6.29%+3.3pp | 314.76%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $990 | $2,282-56.6% | $3,827-74.1% | $2,381-58.4% |
| Participant deferral / active EE | $2,737 | $3,469-21.1% | $4,672-41.4% | $3,470-21.1% |
| Admin fee / account holder | $4,650 | $5,664-17.9% | $8,548-45.6% | $4,887-4.8% |