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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 | $64,969 | $95,975-32.3% | $74,552-12.9% | $135,382-52.0% |
| Participation rate | 36.8% | 75.7%-38.8pp | 69.1%-32.3pp | 82.6%-45.8pp |
| Annual return | -7.68% | 56.96%-64.6pp | 32.53%-40.2pp | 519.77%-527.4pp |
| Employer contribution / active EE | $1,155 | $2,716-57.5% | $1,961-41.1% | $4,779-75.8% |
| Participant deferral / active EE | $3,434 | $3,844-10.6% | $3,108+10.5% | $5,609-38.8% |
| Admin fee / account holder | $10,855 | $6,522+66.4% | $5,060+114.5% | $10,829+0.2% |