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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 | $75,502 | $197,819-61.8% | $155,789-51.5% | $125,389-39.8% |
| Participation rate | 64.3% | 82.1%-17.8pp | 76.1%-11.8pp | 83.2%-18.9pp |
| Annual return | -2.17% | 86.73%-88.9pp | 71.54%-73.7pp | 282.24%-284.4pp |
| Employer contribution / active EE | $1,875 | $4,850-61.3% | $3,839-51.2% | $4,866-61.5% |
| Participant deferral / active EE | $4,509 | $5,631-19.9% | $4,798-6.0% | $5,352-15.7% |
| Admin fee / account holder | $34,830 | $9,544+264.9% | $7,477+365.8% | $9,541+265.1% |