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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 | $34,762 | $138,076-74.8% | $123,553-71.9% | $135,380-74.3% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -8.30% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,585 | $5,152-69.2% | $4,628-65.8% | $4,779-66.8% |
| Participant deferral / active EE | $3,216 | $6,800-52.7% | $6,426-49.9% | $5,609-42.7% |
| Admin fee / account holder | $406 | $10,917-96.3% | $9,284-95.6% | $10,828-96.3% |