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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 | $76,501 | $93,098-17.8% | $77,081-0.8% | $134,509-43.1% |
| Participation rate | 33.3% | 74.5%-41.2pp | 67.9%-34.6pp | 81.2%-47.9pp |
| Annual return | -0.14% | 62.63%-62.8pp | 42.33%-42.5pp | 418.13%-418.3pp |
| Employer contribution / active EE | $409 | $3,419-88.0% | $2,813-85.5% | $4,741-91.4% |
| Participant deferral / active EE | $3,661 | $5,239-30.1% | $4,428-17.3% | $6,400-42.8% |
| Admin fee / account holder | $15,203 | $6,945+118.9% | $5,427+180.1% | $11,427+33.0% |