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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 | $58,246 | $138,076-57.8% | $123,553-52.9% | $135,380-57.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -3.97% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,309 | $5,152-55.2% | $4,628-50.1% | $4,779-51.7% |
| Participant deferral / active EE | $2,902 | $6,800-57.3% | $6,426-54.8% | $5,609-48.3% |
| Admin fee / account holder | $6,629 | $10,917-39.3% | $9,284-28.6% | $10,828-38.8% |