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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 | $45,275 | $57,352-21.1% | $83,830-46.0% | $64,173-29.4% |
| Participation rate | 46.9% | 68.6%-21.7pp | 76.1%-29.2pp | 69.6%-22.6pp |
| Annual return | -4.05% | 11.38%-15.4pp | 850.97%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,001 | $2,546-21.4% | $3,631-44.9% | $2,381-16.0% |
| Participant deferral / active EE | $3,043 | $2,993+1.7% | $4,082-25.5% | $3,470-12.3% |
| Admin fee / account holder | $1,924 | $4,046-52.4% | $5,479-64.9% | $4,887-60.6% |