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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 | $67,196 | $138,076-51.3% | $123,553-45.6% | $135,380-50.4% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.82% | 153.70%-161.5pp | 119.21%-127.0pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,450 | $5,152-71.9% | $4,628-68.7% | $4,779-69.7% |
| Participant deferral / active EE | $2,934 | $6,800-56.8% | $6,426-54.3% | $5,609-47.7% |
| Admin fee / account holder | $565 | $10,917-94.8% | $9,284-93.9% | $10,828-94.8% |