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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 | $86,186 | $75,959+13.5% | $154,114-44.1% | $64,181+34.3% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -7.98% | 30.32%-38.3pp | 735.16%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $847 | $3,350-74.7% | $5,298-84.0% | $2,381-64.4% |
| Participant deferral / active EE | $2,815 | $3,175-11.3% | $5,081-44.6% | $3,470-18.9% |
| Admin fee / account holder | $1,473 | $5,589-73.6% | $13,411-89.0% | $4,887-69.9% |