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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 | $23,440 | $142,361-83.5% | $119,608-80.4% | $134,509-82.6% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | 131.00% | -12.46%+143.5pp | -14.98%+146.0pp | 418.13%-287.1pp |
| Employer contribution / active EE | $3,291 | $5,224-37.0% | $4,232-22.3% | $4,741-30.6% |
| Participant deferral / active EE | $5,698 | $6,468-11.9% | $5,601+1.7% | $6,400-11.0% |
| Admin fee / account holder | $3,891 | $13,588-71.4% | $10,326-62.3% | $11,427-66.0% |