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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 | $71,038 | $93,117-23.7% | $77,096-7.9% | $134,532-47.2% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -12.57% | 62.67%-75.2pp | 42.35%-54.9pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,032 | $3,420-40.6% | $2,814-27.8% | $4,741-57.1% |
| Participant deferral / active EE | $3,912 | $5,241-25.4% | $4,429-11.7% | $6,401-38.9% |
| Admin fee / account holder | $310 | $6,948-95.5% | $5,428-94.3% | $11,429-97.3% |