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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 | $57,139 | $134,001-57.4% | $112,258-49.1% | $134,509-57.5% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.1%-27.4pp | 81.2%-33.6pp |
| Annual return | -18.24% | 47.15%-65.4pp | 27.47%-45.7pp | 418.13%-436.4pp |
| Employer contribution / active EE | $2,155 | $4,039-46.6% | $3,636-40.7% | $4,741-54.5% |
| Participant deferral / active EE | $5,408 | $5,291+2.2% | $4,728+14.4% | $6,400-15.5% |
| Admin fee / account holder | $17,584 | $7,491+134.7% | $6,411+174.3% | $11,427+53.9% |