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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 | $44,971 | $92,684-51.5% | $82,706-45.6% | $134,509-66.6% |
| Participation rate | 53.8% | 75.2%-21.3pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -17.01% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,643 | $3,272-49.8% | $3,007-45.4% | $4,741-65.3% |
| Participant deferral / active EE | $6,137 | $4,800+27.8% | $4,394+39.7% | $6,400-4.1% |
| Admin fee / account holder | $543 | $5,982-90.9% | $5,329-89.8% | $11,427-95.2% |