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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 | $54,923 | $57,352-4.2% | $83,831-34.5% | $64,173-14.4% |
| Participation rate | 30.5% | 68.6%-38.1pp | 76.1%-45.6pp | 69.6%-39.1pp |
| Annual return | -7.11% | 11.38%-18.5pp | 850.99%-858.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,193 | $2,546-53.1% | $3,631-67.2% | $2,381-49.9% |
| Participant deferral / active EE | $3,043 | $2,993+1.7% | $4,082-25.5% | $3,470-12.3% |
| Admin fee / account holder | $380 | $4,046-90.6% | $5,479-93.1% | $4,887-92.2% |