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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 | $45,970 | $49,177-6.5% | $79,466-42.2% | $64,173-28.4% |
| Participation rate | 47.6% | 65.0%-17.4pp | 73.3%-25.7pp | 69.6%-22.0pp |
| Annual return | -6.85% | -1.16%-5.7pp | 718.28%-725.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,522 | $2,076+21.5% | $2,800-9.9% | $2,381+5.9% |
| Participant deferral / active EE | $1,193 | $2,821-57.7% | $3,704-67.8% | $3,470-65.6% |
| Admin fee / account holder | $18,028 | $3,839+369.6% | $5,104+253.2% | $4,887+268.9% |