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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 | $33,076 | $43,730-24.4% | $121,220-72.7% | $64,173-48.5% |
| Participation rate | 33.3% | 58.3%-25.0pp | 71.8%-38.4pp | 69.6%-36.2pp |
| Annual return | -6.35% | 68.94%-75.3pp | 16.94%-23.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,061 | $1,297-18.1% | $4,023-73.6% | $2,381-55.4% |
| Participant deferral / active EE | $2,524 | $2,281+10.7% | $3,345-24.5% | $3,470-27.3% |
| Admin fee / account holder | $9,154 | $3,502+161.4% | $5,021+82.3% | $4,887+87.3% |