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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 | $31,861 | $152,597-79.1% | $117,533-72.9% | $134,532-76.3% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -20.07% | 53.04%-73.1pp | 29.77%-49.8pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,542 | $5,576-72.3% | $4,179-63.1% | $4,741-67.5% |
| Participant deferral / active EE | $2,614 | $4,821-45.8% | $4,072-35.8% | $6,401-59.2% |
| Admin fee / account holder | $8,467 | $7,007+20.8% | $5,647+49.9% | $11,429-25.9% |