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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 | $60,011 | $67,372-10.9% | $60,906-1.5% | $134,532-55.4% |
| Participation rate | 38.1% | 76.2%-38.1pp | 73.1%-35.0pp | 81.2%-43.1pp |
| Annual return | -5.97% | 50.05%-56.0pp | 16.94%-22.9pp | 418.27%-424.2pp |
| Employer contribution / active EE | $601 | $3,099-80.6% | $2,703-77.8% | $4,741-87.3% |
| Participant deferral / active EE | $2,691 | $4,532-40.6% | $3,814-29.4% | $6,401-58.0% |
| Admin fee / account holder | $380 | $4,588-91.7% | $3,227-88.2% | $11,429-96.7% |