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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 | $28,353 | $92,766-69.4% | $82,763-65.7% | $134,545-78.9% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -19.92% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,272 | $3,273-61.1% | $3,008-57.7% | $4,742-73.2% |
| Participant deferral / active EE | $4,825 | $4,802+0.5% | $4,395+9.8% | $6,401-24.6% |
| Admin fee / account holder | $380 | $5,978-93.6% | $5,325-92.9% | $11,431-96.7% |