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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 | $13,119 | $84,464-84.5% | $61,399-78.6% | $134,509-90.2% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -19.96% | 585.06%-605.0pp | 338.81%-358.8pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,273 | $1,545-17.6% | $1,159+9.8% | $4,741-73.2% |
| Participant deferral / active EE | $3,897 | $2,818+38.3% | $2,124+83.5% | $6,400-39.1% |
| Admin fee / account holder | $1,074 | $2,587-58.5% | $2,131-49.6% | $11,427-90.6% |