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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 | $98,267 | $138,076-28.8% | $123,553-20.5% | $135,380-27.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -2.71% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $1,773 | $5,152-65.6% | $4,628-61.7% | $4,779-62.9% |
| Participant deferral / active EE | $2,996 | $6,800-55.9% | $6,426-53.4% | $5,609-46.6% |
| Admin fee / account holder | $2,085 | $10,917-80.9% | $9,284-77.5% | $10,828-80.7% |