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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 | $36,877 | $93,098-60.4% | $77,081-52.2% | $134,509-72.6% |
| Participation rate | 64.7% | 74.5%-9.8pp | 67.9%-3.2pp | 81.2%-16.5pp |
| Annual return | -19.44% | 62.63%-82.1pp | 42.33%-61.8pp | 418.13%-437.6pp |
| Employer contribution / active EE | $4,314 | $3,419+26.2% | $2,813+53.3% | $4,741-9.0% |
| Participant deferral / active EE | $5,963 | $5,239+13.8% | $4,428+34.7% | $6,400-6.8% |
| Admin fee / account holder | $4,275 | $6,945-38.4% | $5,427-21.2% | $11,427-62.6% |