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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 | $45,443 | $84,628-46.3% | $61,501-26.1% | $134,545-66.2% |
| Participation rate | 40.0% | 62.2%-22.2pp | 52.6%-12.6pp | 81.2%-41.2pp |
| Annual return | -18.14% | 585.61%-603.7pp | 339.04%-357.2pp | 418.37%-436.5pp |
| Employer contribution / active EE | $975 | $1,545-36.9% | $1,160-15.9% | $4,742-79.4% |
| Participant deferral / active EE | $1,596 | $2,819-43.4% | $2,125-24.9% | $6,401-75.1% |
| Admin fee / account holder | $393 | $2,587-84.8% | $2,132-81.6% | $11,431-96.6% |