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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 | $88,154 | $67,396+30.8% | $60,919+44.7% | $134,545-34.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -15.22% | 50.12%-65.3pp | 16.96%-32.2pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,492 | $3,101-51.9% | $2,704-44.8% | $4,742-68.5% |
| Participant deferral / active EE | $2,350 | $4,534-48.2% | $3,814-38.4% | $6,401-63.3% |
| Admin fee / account holder | $1,574 | $4,590-65.7% | $3,228-51.2% | $11,431-86.2% |