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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 | $24,299 | $197,819-87.7% | $155,789-84.4% | $125,389-80.6% |
| Participation rate | 40.0% | 82.1%-42.1pp | 76.1%-36.1pp | 83.2%-43.2pp |
| Annual return | -2.61% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $2,649 | $4,850-45.4% | $3,839-31.0% | $4,866-45.6% |
| Participant deferral / active EE | $5,105 | $5,631-9.4% | $4,798+6.4% | $5,352-4.6% |
| Admin fee / account holder | $6,911 | $9,544-27.6% | $7,477-7.6% | $9,541-27.6% |