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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 | $32,113 | $75,959-57.7% | $154,114-79.2% | $64,181-50.0% |
| Participation rate | 45.3% | 70.4%-25.1pp | 83.0%-37.7pp | 69.6%-24.3pp |
| Annual return | -5.62% | 30.32%-35.9pp | 735.16%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,593 | $3,350-52.4% | $5,298-69.9% | $2,381-33.1% |
| Participant deferral / active EE | $2,574 | $3,175-18.9% | $5,081-49.3% | $3,470-25.8% |
| Admin fee / account holder | $6,129 | $5,589+9.7% | $13,411-54.3% | $4,887+25.4% |