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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 | $23,306 | $93,124-75.0% | $77,100-69.8% | $134,545-82.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -8.23% | 62.68%-70.9pp | 42.35%-50.6pp | 418.37%-426.6pp |
| Employer contribution / active EE | $3,017 | $3,421-11.8% | $2,815+7.2% | $4,742-36.4% |
| Participant deferral / active EE | $5,156 | $5,242-1.6% | $4,430+16.4% | $6,401-19.5% |
| Admin fee / account holder | $1,492 | $6,970-78.6% | $5,443-72.6% | $11,431-86.9% |