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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 | $31,664 | $93,098-66.0% | $77,081-58.9% | $134,509-76.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -19.32% | 62.63%-81.9pp | 42.33%-61.6pp | 418.13%-437.5pp |
| Employer contribution / active EE | $5,325 | $3,419+55.7% | $2,813+89.3% | $4,741+12.3% |
| Participant deferral / active EE | $10,817 | $5,239+106.4% | $4,428+144.3% | $6,400+69.0% |
| Admin fee / account holder | $10,874 | $6,945+56.6% | $5,427+100.4% | $11,427-4.8% |