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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 | $54,472 | $152,542-64.3% | $117,498-53.6% | $134,509-59.5% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -19.13% | 53.02%-72.1pp | 29.75%-48.9pp | 418.13%-437.3pp |
| Employer contribution / active EE | $0 | $5,574-100.0% | $4,178-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,250 | $4,819+112.7% | $4,071+151.8% | $6,400+60.1% |
| Admin fee / account holder | $320 | $7,006-95.4% | $5,646-94.3% | $11,427-97.2% |