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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 | $38,077 | $43,730-12.9% | $121,208-68.6% | $64,181-40.7% |
| Participation rate | 51.9% | 58.3%-6.5pp | 71.8%-19.9pp | 69.6%-17.7pp |
| Annual return | -5.32% | 68.94%-74.3pp | 16.93%-22.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $251 | $1,297-80.7% | $4,023-93.8% | $2,381-89.5% |
| Participant deferral / active EE | $2,575 | $2,281+12.9% | $3,345-23.0% | $3,470-25.8% |
| Admin fee / account holder | $1,118 | $3,502-68.1% | $5,020-77.7% | $4,887-77.1% |