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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 | $90,026 | $106,551-15.5% | $91,225-1.3% | $134,532-33.1% |
| Participation rate | 38.9% | 76.8%-37.9pp | 73.2%-34.3pp | 81.2%-42.3pp |
| Annual return | -15.92% | 160.78%-176.7pp | 114.12%-130.0pp | 418.27%-434.2pp |
| Employer contribution / active EE | $949 | $3,331-71.5% | $2,851-66.7% | $4,741-80.0% |
| Participant deferral / active EE | $2,162 | $4,718-54.2% | $4,233-48.9% | $6,401-66.2% |
| Admin fee / account holder | $423 | $6,234-93.2% | $5,422-92.2% | $11,429-96.3% |