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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 | $39,217 | $138,072-71.6% | $123,549-68.3% | $135,382-71.0% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.15% | 153.69%-160.8pp | 119.20%-126.4pp | 519.77%-526.9pp |
| Employer contribution / active EE | $1,120 | $5,152-78.3% | $4,628-75.8% | $4,779-76.6% |
| Participant deferral / active EE | $4,021 | $6,799-40.9% | $6,426-37.4% | $5,609-28.3% |
| Admin fee / account holder | $410 | $10,917-96.2% | $9,284-95.6% | $10,829-96.2% |