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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 | $57,928 | $138,075-58.0% | $123,552-53.1% | $135,379-57.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.63% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,844 | $5,152-64.2% | $4,628-60.2% | $4,779-61.4% |
| Participant deferral / active EE | $5,586 | $6,800-17.8% | $6,426-13.1% | $5,609-0.4% |
| Admin fee / account holder | $1,228 | $10,917-88.8% | $9,285-86.8% | $10,828-88.7% |