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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 | $35,183 | $92,684-62.0% | $82,706-57.5% | $134,509-73.8% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -16.17% | 945.84%-962.0pp | 701.76%-717.9pp | 418.13%-434.3pp |
| Employer contribution / active EE | $833 | $3,272-74.6% | $3,007-72.3% | $4,741-82.4% |
| Participant deferral / active EE | $5,802 | $4,800+20.9% | $4,394+32.1% | $6,400-9.3% |
| Admin fee / account holder | $1,612 | $5,982-73.1% | $5,329-69.7% | $11,427-85.9% |