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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 | $70,732 | $93,117-24.0% | $77,096-8.3% | $134,532-47.4% |
| Participation rate | 25.0% | 74.5%-49.5pp | 67.9%-42.9pp | 81.2%-56.2pp |
| Annual return | -16.41% | 62.67%-79.1pp | 42.35%-58.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $2,522 | $3,420-26.3% | $2,814-10.4% | $4,741-46.8% |
| Participant deferral / active EE | $4,483 | $5,241-14.5% | $4,429+1.2% | $6,401-30.0% |
| Admin fee / account holder | $1,951 | $6,948-71.9% | $5,428-64.1% | $11,429-82.9% |