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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 | $37,721 | $138,075-72.7% | $123,552-69.5% | $135,379-72.1% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -8.28% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,109 | $5,152-59.1% | $4,628-54.4% | $4,779-55.9% |
| Participant deferral / active EE | $4,170 | $6,800-38.7% | $6,426-35.1% | $5,609-25.7% |
| Admin fee / account holder | $1,076 | $10,917-90.1% | $9,285-88.4% | $10,828-90.1% |