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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 | $34,958 | $95,975-63.6% | $74,552-53.1% | $135,382-74.2% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.19% | 56.96%-64.2pp | 32.53%-39.7pp | 519.77%-527.0pp |
| Employer contribution / active EE | $1,926 | $2,716-29.1% | $1,961-1.8% | $4,779-59.7% |
| Participant deferral / active EE | $2,714 | $3,844-29.4% | $3,108-12.7% | $5,609-51.6% |
| Admin fee / account holder | $2,149 | $6,522-67.1% | $5,060-57.5% | $10,829-80.2% |