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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 | $30,661 | $88,596-65.4% | $70,093-56.3% | $134,493-77.2% |
| Participation rate | 57.9% | 74.9%-17.0pp | 70.5%-12.6pp | 81.2%-23.3pp |
| Annual return | -18.71% | 442.67%-461.4pp | 190.73%-209.4pp | 418.01%-436.7pp |
| Employer contribution / active EE | $1,398 | $3,235-56.8% | $2,560-45.4% | $4,740-70.5% |
| Participant deferral / active EE | $4,873 | $4,772+2.1% | $3,849+26.6% | $6,400-23.9% |
| Admin fee / account holder | $1,117 | $10,441-89.3% | $6,267-82.2% | $11,425-90.2% |