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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 | $29,003 | $106,551-72.8% | $91,225-68.2% | $134,532-78.4% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.2%-23.2pp | 81.2%-31.2pp |
| Annual return | -17.47% | 160.78%-178.2pp | 114.12%-131.6pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,473 | $3,331-25.8% | $2,851-13.2% | $4,741-47.8% |
| Participant deferral / active EE | $6,314 | $4,718+33.8% | $4,233+49.1% | $6,401-1.4% |
| Admin fee / account holder | $383 | $6,234-93.9% | $5,422-92.9% | $11,429-96.7% |