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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 | $40,865 | $95,979-57.4% | $74,551-45.2% | $135,380-69.8% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -3.11% | 56.97%-60.1pp | 32.53%-35.6pp | 519.81%-522.9pp |
| Employer contribution / active EE | $884 | $2,716-67.4% | $1,961-54.9% | $4,779-81.5% |
| Participant deferral / active EE | $1,324 | $3,844-65.6% | $3,108-57.4% | $5,609-76.4% |
| Admin fee / account holder | $17,427 | $6,522+167.2% | $5,059+244.5% | $10,828+60.9% |