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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 | $66,455 | $138,075-51.9% | $123,552-46.2% | $135,379-50.9% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -4.68% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $1,657 | $5,152-67.8% | $4,628-64.2% | $4,779-65.3% |
| Participant deferral / active EE | $5,992 | $6,800-11.9% | $6,426-6.7% | $5,609+6.8% |
| Admin fee / account holder | $562 | $10,917-94.9% | $9,285-94.0% | $10,828-94.8% |