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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 | $64,569 | $138,075-53.2% | $123,552-47.7% | $135,379-52.3% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -1.88% | 153.70%-155.6pp | 119.20%-121.1pp | 519.79%-521.7pp |
| Employer contribution / active EE | $918 | $5,152-82.2% | $4,628-80.2% | $4,779-80.8% |
| Participant deferral / active EE | $2,494 | $6,800-63.3% | $6,426-61.2% | $5,609-55.5% |
| Admin fee / account holder | $1,120 | $10,917-89.7% | $9,285-87.9% | $10,828-89.7% |