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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 | $33,147 | $138,076-76.0% | $123,553-73.2% | $135,380-75.5% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -8.75% | 153.70%-162.4pp | 119.21%-128.0pp | 519.81%-528.6pp |
| Employer contribution / active EE | $2,320 | $5,152-55.0% | $4,628-49.9% | $4,779-51.5% |
| Participant deferral / active EE | $3,414 | $6,800-49.8% | $6,426-46.9% | $5,609-39.1% |
| Admin fee / account holder | $683 | $10,917-93.7% | $9,284-92.6% | $10,828-93.7% |