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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 | $43,207 | $75,962-43.1% | $154,108-72.0% | $64,173-32.7% |
| Participation rate | 68.9% | 70.4%-1.5pp | 83.0%-14.1pp | 69.6%-0.7pp |
| Annual return | -4.72% | 30.32%-35.0pp | 735.21%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,100 | $3,350-37.3% | $5,298-60.4% | $2,381-11.8% |
| Participant deferral / active EE | $3,496 | $3,175+10.1% | $5,081-31.2% | $3,470+0.8% |
| Admin fee / account holder | $6,245 | $5,589+11.7% | $13,411-53.4% | $4,887+27.8% |