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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 | $63,435 | $138,075-54.1% | $123,552-48.7% | $135,379-53.1% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.88% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $2,412 | $5,152-53.2% | $4,628-47.9% | $4,779-49.5% |
| Participant deferral / active EE | $3,913 | $6,800-42.5% | $6,426-39.1% | $5,609-30.2% |
| Admin fee / account holder | $729 | $10,917-93.3% | $9,285-92.2% | $10,828-93.3% |