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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 | $108,258 | $94,529+14.5% | $140,019-22.7% | $64,173+68.7% |
| Participation rate | 37.9% | 84.1%-46.2pp | 87.5%-49.6pp | 69.6%-31.6pp |
| Annual return | -4.09% | 7.77%-11.9pp | 651.17%-655.3pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,914 | $3,812-49.8% | $5,605-65.8% | $2,381-19.6% |
| Participant deferral / active EE | $3,534 | $5,250-32.7% | $6,927-49.0% | $3,470+1.9% |
| Admin fee / account holder | $12,238 | $6,741+81.5% | $10,705+14.3% | $4,887+150.4% |