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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 | $50,810 | $57,352-11.4% | $83,831-39.4% | $64,173-20.8% |
| Participation rate | 48.4% | 68.6%-20.2pp | 76.1%-27.8pp | 69.6%-21.2pp |
| Annual return | -8.47% | 11.38%-19.9pp | 850.99%-859.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,372 | $2,546-46.1% | $3,631-62.2% | $2,381-42.4% |
| Participant deferral / active EE | $3,076 | $2,993+2.8% | $4,082-24.6% | $3,470-11.3% |
| Admin fee / account holder | $402 | $4,046-90.1% | $5,479-92.7% | $4,887-91.8% |