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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 | $41,745 | $106,551-60.8% | $91,225-54.2% | $134,532-69.0% |
| Participation rate | 26.3% | 76.8%-50.5pp | 73.2%-46.9pp | 81.2%-54.9pp |
| Annual return | -20.26% | 160.78%-181.0pp | 114.12%-134.4pp | 418.27%-438.5pp |
| Employer contribution / active EE | $602 | $3,331-81.9% | $2,851-78.9% | $4,741-87.3% |
| Participant deferral / active EE | $2,590 | $4,718-45.1% | $4,233-38.8% | $6,401-59.5% |
| Admin fee / account holder | $2,020 | $6,234-67.6% | $5,422-62.7% | $11,429-82.3% |