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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 | $38,338 | $95,975-60.1% | $74,549-48.6% | $135,379-71.7% |
| Participation rate | 47.6% | 75.7%-28.0pp | 69.1%-21.5pp | 82.6%-35.0pp |
| Annual return | -8.90% | 56.96%-65.9pp | 32.53%-41.4pp | 519.79%-528.7pp |
| Employer contribution / active EE | $2,341 | $2,716-13.8% | $1,961+19.4% | $4,779-51.0% |
| Participant deferral / active EE | $1,494 | $3,844-61.1% | $3,108-51.9% | $5,609-73.4% |
| Admin fee / account holder | $409 | $6,522-93.7% | $5,059-91.9% | $10,828-96.2% |