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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 | $75,962 | $138,076-45.0% | $123,553-38.5% | $135,380-43.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.52% | 153.70%-159.2pp | 119.21%-124.7pp | 519.81%-525.3pp |
| Employer contribution / active EE | $2,167 | $5,152-57.9% | $4,628-53.2% | $4,779-54.7% |
| Participant deferral / active EE | $6,878 | $6,800+1.1% | $6,426+7.0% | $5,609+22.6% |
| Admin fee / account holder | $3,640 | $10,917-66.7% | $9,284-60.8% | $10,828-66.4% |