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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 | $35,407 | $138,075-74.4% | $123,552-71.3% | $135,379-73.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.91% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $1,869 | $5,152-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $4,232 | $6,800-37.8% | $6,426-34.1% | $5,609-24.6% |
| Admin fee / account holder | $940 | $10,917-91.4% | $9,285-89.9% | $10,828-91.3% |