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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 | $37,741 | $197,819-80.9% | $155,789-75.8% | $125,389-69.9% |
| Participation rate | 57.1% | 82.1%-24.9pp | 76.1%-19.0pp | 83.2%-26.0pp |
| Annual return | -2.67% | 86.73%-89.4pp | 71.54%-74.2pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,077 | $4,850-77.8% | $3,839-71.9% | $4,866-77.9% |
| Participant deferral / active EE | $4,128 | $5,631-26.7% | $4,798-14.0% | $5,352-22.9% |
| Admin fee / account holder | $462 | $9,544-95.2% | $7,477-93.8% | $9,541-95.2% |