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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 | $35,792 | $138,075-74.1% | $123,552-71.0% | $135,379-73.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.17% | 153.70%-157.9pp | 119.20%-123.4pp | 519.79%-524.0pp |
| Employer contribution / active EE | $1,207 | $5,152-76.6% | $4,628-73.9% | $4,779-74.7% |
| Participant deferral / active EE | $4,415 | $6,800-35.1% | $6,426-31.3% | $5,609-21.3% |
| Admin fee / account holder | $453 | $10,917-95.9% | $9,285-95.1% | $10,828-95.8% |