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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 | $43,914 | $93,117-52.8% | $77,096-43.0% | $134,532-67.4% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -17.84% | 62.67%-80.5pp | 42.35%-60.2pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,841 | $3,420-16.9% | $2,814+0.9% | $4,741-40.1% |
| Participant deferral / active EE | $10,503 | $5,241+100.4% | $4,429+137.1% | $6,401+64.1% |
| Admin fee / account holder | $2,049 | $6,948-70.5% | $5,428-62.3% | $11,429-82.1% |