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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 | $45,396 | $93,124-51.3% | $77,100-41.1% | $134,545-66.3% |
| Participation rate | 53.8% | 74.5%-20.6pp | 67.9%-14.1pp | 81.2%-27.4pp |
| Annual return | -17.88% | 62.68%-80.6pp | 42.35%-60.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,498 | $3,421-27.0% | $2,815-11.3% | $4,742-47.3% |
| Participant deferral / active EE | $7,873 | $5,242+50.2% | $4,430+77.7% | $6,401+23.0% |
| Admin fee / account holder | $1,661 | $6,970-76.2% | $5,443-69.5% | $11,431-85.5% |