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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 | $58,133 | $138,075-57.9% | $123,552-52.9% | $135,379-57.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -8.32% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,349 | $5,152-54.4% | $4,628-49.2% | $4,779-50.8% |
| Participant deferral / active EE | $6,242 | $6,800-8.2% | $6,426-2.9% | $5,609+11.3% |
| Admin fee / account holder | $7,014 | $10,917-35.8% | $9,285-24.5% | $10,828-35.2% |