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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 | $68,693 | $138,075-50.2% | $123,552-44.4% | $135,379-49.3% |
| Participation rate | 36.4% | 84.7%-48.4pp | 82.3%-45.9pp | 82.6%-46.3pp |
| Annual return | -5.07% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $4,514 | $5,152-12.4% | $4,628-2.5% | $4,779-5.5% |
| Participant deferral / active EE | $5,563 | $6,800-18.2% | $6,426-13.4% | $5,609-0.8% |
| Admin fee / account holder | $23,677 | $10,917+116.9% | $9,285+155.0% | $10,828+118.7% |