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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 | $37,942 | $138,076-72.5% | $123,553-69.3% | $135,380-72.0% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -7.61% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $4,045 | $5,152-21.5% | $4,628-12.6% | $4,779-15.4% |
| Participant deferral / active EE | $8,182 | $6,800+20.3% | $6,426+27.3% | $5,609+45.9% |
| Admin fee / account holder | $5,839 | $10,917-46.5% | $9,284-37.1% | $10,828-46.1% |