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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 | $57,509 | $197,819-70.9% | $155,789-63.1% | $125,389-54.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -1.68% | 86.73%-88.4pp | 71.54%-73.2pp | 282.24%-283.9pp |
| Employer contribution / active EE | $1,425 | $4,850-70.6% | $3,839-62.9% | $4,866-70.7% |
| Participant deferral / active EE | $3,142 | $5,631-44.2% | $4,798-34.5% | $5,352-41.3% |
| Admin fee / account holder | $414 | $9,544-95.7% | $7,477-94.5% | $9,541-95.7% |