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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 | $75,292 | $197,819-61.9% | $155,789-51.7% | $125,389-40.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 76.1%-16.1pp | 83.2%-23.2pp |
| Annual return | -2.60% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,323 | $4,850-72.7% | $3,839-65.5% | $4,866-72.8% |
| Participant deferral / active EE | $4,757 | $5,631-15.5% | $4,798-0.9% | $5,352-11.1% |
| Admin fee / account holder | $3,767 | $9,544-60.5% | $7,477-49.6% | $9,541-60.5% |