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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 | $43,394 | $138,075-68.6% | $123,552-64.9% | $135,379-67.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -7.25% | 153.70%-160.9pp | 119.20%-126.5pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,504 | $5,152-32.0% | $4,628-24.3% | $4,779-26.7% |
| Participant deferral / active EE | $4,084 | $6,800-39.9% | $6,426-36.5% | $5,609-27.2% |
| Admin fee / account holder | $377 | $10,917-96.5% | $9,285-95.9% | $10,828-96.5% |