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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 | $26,185 | $84,551-69.0% | $61,452-57.4% | $134,532-80.5% |
| Participation rate | 25.0% | 62.2%-37.2pp | 52.6%-27.6pp | 81.2%-56.2pp |
| Annual return | -18.86% | 585.39%-604.2pp | 338.96%-357.8pp | 418.27%-437.1pp |
| Employer contribution / active EE | $1,970 | $1,545+27.5% | $1,160+69.9% | $4,741-58.5% |
| Participant deferral / active EE | $2,991 | $2,818+6.1% | $2,125+40.8% | $6,401-53.3% |
| Admin fee / account holder | $3,115 | $2,587+20.4% | $2,131+46.2% | $11,429-72.7% |