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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 | $44,371 | $94,529-53.1% | $140,019-68.3% | $64,173-30.9% |
| Participation rate | 49.2% | 84.1%-34.9pp | 87.5%-38.3pp | 69.6%-20.4pp |
| Annual return | -3.43% | 7.77%-11.2pp | 651.15%-654.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $3,246 | $3,812-14.9% | $5,605-42.1% | $2,381+36.3% |
| Participant deferral / active EE | $2,660 | $5,250-49.3% | $6,927-61.6% | $3,470-23.3% |
| Admin fee / account holder | $1,096 | $6,741-83.7% | $10,705-89.8% | $4,887-77.6% |