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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 | $48,914 | $93,117-47.5% | $77,096-36.6% | $134,532-63.6% |
| Participation rate | 36.4% | 74.5%-38.1pp | 67.9%-31.6pp | 81.2%-44.9pp |
| Annual return | -17.37% | 62.67%-80.0pp | 42.35%-59.7pp | 418.27%-435.6pp |
| Employer contribution / active EE | $1,421 | $3,420-58.5% | $2,814-49.5% | $4,741-70.0% |
| Participant deferral / active EE | $2,756 | $5,241-47.4% | $4,429-37.8% | $6,401-56.9% |
| Admin fee / account holder | $1,003 | $6,948-85.6% | $5,428-81.5% | $11,429-91.2% |