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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 | $30,305 | $52,519-42.3% | $155,789-80.5% | $59,633-49.2% |
| Participation rate | 52.4% | 61.7%-9.3pp | 76.1%-23.7pp | 68.7%-16.3pp |
| Annual return | -1.01% | 53.51%-54.5pp | 71.54%-72.5pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $716 | $1,589-55.0% | $3,839-81.4% | $2,203-67.5% |
| Participant deferral / active EE | $2,320 | $3,084-24.8% | $4,798-51.6% | $3,192-27.3% |
| Admin fee / account holder | $6,710 | $3,540+89.6% | $7,477-10.3% | $4,297+56.2% |