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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 | $60,859 | $75,962-19.9% | $154,111-60.5% | $64,173-5.2% |
| Participation rate | 32.0% | 70.4%-38.4pp | 83.0%-51.0pp | 69.6%-37.6pp |
| Annual return | -3.46% | 30.32%-33.8pp | 735.18%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $494 | $3,350-85.3% | $5,298-90.7% | $2,381-79.3% |
| Participant deferral / active EE | $2,250 | $3,175-29.1% | $5,081-55.7% | $3,470-35.2% |
| Admin fee / account holder | $2,079 | $5,589-62.8% | $13,411-84.5% | $4,887-57.5% |