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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 | $32,422 | $138,076-76.5% | $123,553-73.8% | $135,380-76.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.25% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,042 | $5,152-60.4% | $4,628-55.9% | $4,779-57.3% |
| Participant deferral / active EE | $5,310 | $6,800-21.9% | $6,426-17.4% | $5,609-5.3% |
| Admin fee / account holder | $5,151 | $10,917-52.8% | $9,284-44.5% | $10,828-52.4% |