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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 | $61,622 | $95,979-35.8% | $74,551-17.3% | $135,380-54.5% |
| Participation rate | 45.0% | 75.7%-30.7pp | 69.1%-24.1pp | 82.6%-37.6pp |
| Annual return | -4.42% | 56.97%-61.4pp | 32.53%-37.0pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,876 | $3,844+0.8% | $3,108+24.7% | $5,609-30.9% |
| Admin fee / account holder | $13,313 | $6,522+104.1% | $5,059+163.2% | $10,828+23.0% |