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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 | $27,152 | $93,098-70.8% | $77,081-64.8% | $134,509-79.8% |
| Participation rate | 53.3% | 74.5%-21.2pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -3.83% | 62.63%-66.5pp | 42.33%-46.2pp | 418.13%-422.0pp |
| Employer contribution / active EE | $1,394 | $3,419-59.2% | $2,813-50.4% | $4,741-70.6% |
| Participant deferral / active EE | $3,913 | $5,239-25.3% | $4,428-11.6% | $6,400-38.9% |
| Admin fee / account holder | $1,013 | $6,945-85.4% | $5,427-81.3% | $11,427-91.1% |