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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 | $55,104 | $138,072-60.1% | $123,549-55.4% | $135,382-59.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.31% | 153.69%-160.0pp | 119.20%-125.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $2,119 | $5,152-58.9% | $4,628-54.2% | $4,779-55.7% |
| Participant deferral / active EE | $5,233 | $6,799-23.0% | $6,426-18.6% | $5,609-6.7% |
| Admin fee / account holder | $3,148 | $10,917-71.2% | $9,284-66.1% | $10,829-70.9% |