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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 | $68,040 | $106,549-36.1% | $91,225-25.4% | $134,509-49.4% |
| Participation rate | 42.9% | 76.8%-34.0pp | 73.2%-30.3pp | 81.2%-38.4pp |
| Annual return | -19.04% | 160.73%-179.8pp | 114.10%-133.1pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,150 | $3,331-65.5% | $2,851-59.7% | $4,741-75.7% |
| Participant deferral / active EE | $2,784 | $4,719-41.0% | $4,234-34.3% | $6,400-56.5% |
| Admin fee / account holder | $1,892 | $6,234-69.7% | $5,422-65.1% | $11,427-83.4% |