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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 | $49,801 | $93,124-46.5% | $77,100-35.4% | $134,545-63.0% |
| Participation rate | 58.3% | 74.5%-16.2pp | 67.9%-9.6pp | 81.2%-22.9pp |
| Annual return | -3.59% | 62.68%-66.3pp | 42.35%-45.9pp | 418.37%-422.0pp |
| Employer contribution / active EE | $1,491 | $3,421-56.4% | $2,815-47.0% | $4,742-68.6% |
| Participant deferral / active EE | $4,729 | $5,242-9.8% | $4,430+6.7% | $6,401-26.1% |
| Admin fee / account holder | $2,080 | $6,970-70.2% | $5,443-61.8% | $11,431-81.8% |