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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 | $67,609 | $95,979-29.6% | $74,551-9.3% | $135,380-50.1% |
| Participation rate | 41.7% | 75.7%-34.0pp | 69.1%-27.5pp | 82.6%-41.0pp |
| Annual return | -8.93% | 56.97%-65.9pp | 32.53%-41.5pp | 519.81%-528.7pp |
| Employer contribution / active EE | $931 | $2,716-65.7% | $1,961-52.5% | $4,779-80.5% |
| Participant deferral / active EE | $3,671 | $3,844-4.5% | $3,108+18.1% | $5,609-34.6% |
| Admin fee / account holder | $572 | $6,522-91.2% | $5,059-88.7% | $10,828-94.7% |