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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 | $57,431 | $95,979-40.2% | $74,551-23.0% | $135,380-57.6% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -8.36% | 56.97%-65.3pp | 32.53%-40.9pp | 519.81%-528.2pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,126 | $3,844+33.3% | $3,108+64.9% | $5,609-8.6% |
| Admin fee / account holder | $1,690 | $6,522-74.1% | $5,059-66.6% | $10,828-84.4% |