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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 | $32,185 | $138,075-76.7% | $123,552-74.0% | $135,379-76.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -7.24% | 153.70%-160.9pp | 119.20%-126.4pp | 519.79%-527.0pp |
| Employer contribution / active EE | $3,470 | $5,152-32.6% | $4,628-25.0% | $4,779-27.4% |
| Participant deferral / active EE | $5,360 | $6,800-21.2% | $6,426-16.6% | $5,609-4.4% |
| Admin fee / account holder | $10,715 | $10,917-1.9% | $9,285+15.4% | $10,828-1.0% |