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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 | $55,805 | $138,075-59.6% | $123,552-54.8% | $135,379-58.8% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -9.13% | 153.70%-162.8pp | 119.20%-128.3pp | 519.79%-528.9pp |
| Employer contribution / active EE | $2,305 | $5,152-55.3% | $4,628-50.2% | $4,779-51.8% |
| Participant deferral / active EE | $4,776 | $6,800-29.8% | $6,426-25.7% | $5,609-14.9% |
| Admin fee / account holder | $2,764 | $10,917-74.7% | $9,285-70.2% | $10,828-74.5% |