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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 | $57,450 | $43,730+31.4% | $121,220-52.6% | $64,173-10.5% |
| Participation rate | 31.4% | 58.3%-26.9pp | 71.8%-40.3pp | 69.6%-38.1pp |
| Annual return | -6.08% | 68.94%-75.0pp | 16.94%-23.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $550 | $1,297-57.6% | $4,023-86.3% | $2,381-76.9% |
| Participant deferral / active EE | $1,114 | $2,281-51.2% | $3,345-66.7% | $3,470-67.9% |
| Admin fee / account holder | $10,938 | $3,502+212.3% | $5,021+117.9% | $4,887+123.8% |