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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 | $55,260 | $75,962-27.3% | $154,108-64.1% | $64,173-13.9% |
| Participation rate | 69.7% | 70.4%-0.7pp | 83.0%-13.3pp | 69.6%+0.1pp |
| Annual return | -4.90% | 30.32%-35.2pp | 735.21%-740.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,762 | $3,350-47.4% | $5,298-66.7% | $2,381-26.0% |
| Participant deferral / active EE | $2,776 | $3,175-12.6% | $5,081-45.4% | $3,470-20.0% |
| Admin fee / account holder | $2,627 | $5,589-53.0% | $13,411-80.4% | $4,887-46.2% |