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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 | $49,319 | $75,962-35.1% | $154,111-68.0% | $64,173-23.1% |
| Participation rate | 55.7% | 70.4%-14.7pp | 83.0%-27.3pp | 69.6%-13.9pp |
| Annual return | -5.29% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $2,095 | $3,350-37.5% | $5,298-60.4% | $2,381-12.0% |
| Participant deferral / active EE | $1,505 | $3,175-52.6% | $5,081-70.4% | $3,470-56.6% |
| Admin fee / account holder | $2,346 | $5,589-58.0% | $13,411-82.5% | $4,887-52.0% |