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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 | $53,240 | $69,012-22.9% | $160,009-66.7% | $68,486-22.3% |
| Participation rate | 44.4% | 65.4%-21.0pp | 78.0%-33.5pp | 67.9%-23.4pp |
| Annual return | -18.15% | -9.65%-8.5pp | 408.85%-427.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $914 | $2,212-58.7% | $4,225-78.4% | $2,597-64.8% |
| Participant deferral / active EE | $3,388 | $4,212-19.5% | $6,183-45.2% | $4,028-15.9% |
| Admin fee / account holder | $4,001 | $4,798-16.6% | $8,715-54.1% | $5,404-26.0% |