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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 | $61,547 | $138,072-55.4% | $123,549-50.2% | $135,382-54.5% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -6.65% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.4pp |
| Employer contribution / active EE | $2,815 | $5,152-45.3% | $4,628-39.2% | $4,779-41.1% |
| Participant deferral / active EE | $4,614 | $6,799-32.1% | $6,426-28.2% | $5,609-17.7% |
| Admin fee / account holder | $400 | $10,917-96.3% | $9,284-95.7% | $10,829-96.3% |