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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 | $46,817 | $138,075-66.1% | $123,552-62.1% | $135,379-65.4% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -4.59% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.4pp |
| Employer contribution / active EE | $1,583 | $5,152-69.3% | $4,628-65.8% | $4,779-66.9% |
| Participant deferral / active EE | $3,638 | $6,800-46.5% | $6,426-43.4% | $5,609-35.1% |
| Admin fee / account holder | $315 | $10,917-97.1% | $9,285-96.6% | $10,828-97.1% |