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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 | $42,893 | $84,551-49.3% | $61,452-30.2% | $134,532-68.1% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -14.11% | 585.39%-599.5pp | 338.96%-353.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,099 | $1,545-28.8% | $1,160-5.2% | $4,741-76.8% |
| Participant deferral / active EE | $3,313 | $2,818+17.5% | $2,125+55.9% | $6,401-48.2% |
| Admin fee / account holder | $3,277 | $2,587+26.6% | $2,131+53.8% | $11,429-71.3% |