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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 | $50,208 | $49,177+2.1% | $79,467-36.8% | $64,173-21.8% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.6%-33.9pp |
| Annual return | -6.41% | -1.16%-5.3pp | 718.30%-724.7pp | 7.63%-14.0pp |
| Employer contribution / active EE | $430 | $2,076-79.3% | $2,800-84.7% | $2,381-82.0% |
| Participant deferral / active EE | $1,050 | $2,821-62.8% | $3,704-71.7% | $3,470-69.7% |
| Admin fee / account holder | $4,056 | $3,839+5.7% | $5,104-20.5% | $4,887-17.0% |