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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 | $37,145 | $138,075-73.1% | $123,552-69.9% | $135,379-72.6% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -7.56% | 153.70%-161.3pp | 119.20%-126.8pp | 519.79%-527.3pp |
| Employer contribution / active EE | $1,252 | $5,152-75.7% | $4,628-72.9% | $4,779-73.8% |
| Participant deferral / active EE | $5,690 | $6,800-16.3% | $6,426-11.4% | $5,609+1.4% |
| Admin fee / account holder | $1,473 | $10,917-86.5% | $9,285-84.1% | $10,828-86.4% |