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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 | $51,247 | $67,396-24.0% | $60,919-15.9% | $134,545-61.9% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.1%-13.1pp | 81.2%-21.2pp |
| Annual return | -16.61% | 50.12%-66.7pp | 16.96%-33.6pp | 418.37%-435.0pp |
| Employer contribution / active EE | $1,262 | $3,101-59.3% | $2,704-53.3% | $4,742-73.4% |
| Participant deferral / active EE | $10,727 | $4,534+136.6% | $3,814+181.2% | $6,401+67.6% |
| Admin fee / account holder | $345 | $4,590-92.5% | $3,228-89.3% | $11,431-97.0% |