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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 | $55,785 | $93,117-40.1% | $77,096-27.6% | $134,532-58.5% |
| Participation rate | 47.6% | 74.5%-26.9pp | 67.9%-20.3pp | 81.2%-33.6pp |
| Annual return | -9.12% | 62.67%-71.8pp | 42.35%-51.5pp | 418.27%-427.4pp |
| Employer contribution / active EE | $1,344 | $3,420-60.7% | $2,814-52.3% | $4,741-71.7% |
| Participant deferral / active EE | $2,587 | $5,241-50.6% | $4,429-41.6% | $6,401-59.6% |
| Admin fee / account holder | $353 | $6,948-94.9% | $5,428-93.5% | $11,429-96.9% |