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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 | $34,368 | $168,636-79.6% | $147,618-76.7% | $125,388-72.6% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -2.53% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,378 | $6,252-30.0% | $5,565-21.3% | $4,866-10.0% |
| Participant deferral / active EE | $4,892 | $5,507-11.2% | $4,895-0.1% | $5,352-8.6% |
| Admin fee / account holder | $1,048 | $13,580-92.3% | $11,612-91.0% | $9,541-89.0% |