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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 | $41,938 | $95,975-56.3% | $74,552-43.7% | $135,382-69.0% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -7.06% | 56.96%-64.0pp | 32.53%-39.6pp | 519.77%-526.8pp |
| Employer contribution / active EE | $1,457 | $2,716-46.4% | $1,961-25.7% | $4,779-69.5% |
| Participant deferral / active EE | $3,873 | $3,844+0.8% | $3,108+24.6% | $5,609-31.0% |
| Admin fee / account holder | $647 | $6,522-90.1% | $5,060-87.2% | $10,829-94.0% |