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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 | $55,684 | $93,117-40.2% | $77,096-27.8% | $134,532-58.6% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -19.64% | 62.67%-82.3pp | 42.35%-62.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $2,103 | $3,420-38.5% | $2,814-25.3% | $4,741-55.7% |
| Participant deferral / active EE | $3,258 | $5,241-37.8% | $4,429-26.5% | $6,401-49.1% |
| Admin fee / account holder | $636 | $6,948-90.8% | $5,428-88.3% | $11,429-94.4% |