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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 | $61,172 | $138,072-55.7% | $123,549-50.5% | $135,382-54.8% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -4.11% | 153.69%-157.8pp | 119.20%-123.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $2,151 | $5,152-58.2% | $4,628-53.5% | $4,779-55.0% |
| Participant deferral / active EE | $4,641 | $6,799-31.7% | $6,426-27.8% | $5,609-17.3% |
| Admin fee / account holder | $387 | $10,917-96.5% | $9,284-95.8% | $10,829-96.4% |