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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 | $34,323 | $106,549-67.8% | $91,225-62.4% | $134,509-74.5% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -16.26% | 160.73%-177.0pp | 114.10%-130.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $1,797 | $3,331-46.1% | $2,851-37.0% | $4,741-62.1% |
| Participant deferral / active EE | $5,222 | $4,719+10.6% | $4,234+23.3% | $6,400-18.4% |
| Admin fee / account holder | $842 | $6,234-86.5% | $5,422-84.5% | $11,427-92.6% |