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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 | $47,888 | $90,606-47.1% | $79,466-39.7% | $135,379-64.6% |
| Participation rate | 37.5% | 76.0%-38.5pp | 73.3%-35.8pp | 82.6%-45.1pp |
| Annual return | -8.88% | 977.69%-986.6pp | 718.28%-727.2pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,913 | $3,068-37.7% | $2,800-31.7% | $4,779-60.0% |
| Participant deferral / active EE | $5,051 | $4,050+24.7% | $3,704+36.4% | $5,609-9.9% |
| Admin fee / account holder | $4,179 | $5,895-29.1% | $5,104-18.1% | $10,828-61.4% |