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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 | $50,186 | $168,635-70.2% | $147,617-66.0% | $125,389-60.0% |
| Participation rate | 40.0% | 88.8%-48.8pp | 84.6%-44.6pp | 83.2%-43.2pp |
| Annual return | -3.25% | 77.65%-80.9pp | 61.98%-65.2pp | 282.24%-285.5pp |
| Employer contribution / active EE | $2,776 | $6,252-55.6% | $5,564-50.1% | $4,866-43.0% |
| Participant deferral / active EE | $5,436 | $5,507-1.3% | $4,895+11.0% | $5,352+1.6% |
| Admin fee / account holder | $3,972 | $13,580-70.8% | $11,612-65.8% | $9,541-58.4% |