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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 | $51,430 | $66,302-22.4% | $110,243-53.3% | $56,289-8.6% |
| Participation rate | 58.7% | 74.9%-16.3pp | 79.8%-21.2pp | 69.9%-11.2pp |
| Annual return | -5.91% | -1.18%-4.7pp | 314.76%-320.7pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,228 | $2,047-40.0% | $3,827-67.9% | $2,111-41.8% |
| Participant deferral / active EE | $2,343 | $3,381-30.7% | $4,672-49.9% | $3,350-30.1% |
| Admin fee / account holder | $9,763 | $698+1297.8% | $8,548+14.2% | $521+1774.1% |