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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 | $37,846 | $43,730-13.5% | $121,220-68.8% | $64,173-41.0% |
| Participation rate | 48.5% | 58.3%-9.9pp | 71.8%-23.3pp | 69.6%-21.1pp |
| Annual return | -7.94% | 68.94%-76.9pp | 16.94%-24.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $957 | $1,297-26.2% | $4,023-76.2% | $2,381-59.8% |
| Participant deferral / active EE | $1,871 | $2,281-18.0% | $3,345-44.1% | $3,470-46.1% |
| Admin fee / account holder | $1,005 | $3,502-71.3% | $5,021-80.0% | $4,887-79.4% |