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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 | $79,433 | $93,098-14.7% | $77,081+3.1% | $134,509-40.9% |
| Participation rate | 53.3% | 74.5%-21.2pp | 67.9%-14.6pp | 81.2%-27.9pp |
| Annual return | -16.39% | 62.63%-79.0pp | 42.33%-58.7pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,357 | $3,419-60.3% | $2,813-51.8% | $4,741-71.4% |
| Participant deferral / active EE | $4,571 | $5,239-12.8% | $4,428+3.2% | $6,400-28.6% |
| Admin fee / account holder | $4,009 | $6,945-42.3% | $5,427-26.1% | $11,427-64.9% |