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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 | $35,053 | $138,076-74.6% | $123,553-71.6% | $135,380-74.1% |
| Participation rate | 61.9% | 84.7%-22.8pp | 82.3%-20.4pp | 82.6%-20.7pp |
| Annual return | -6.90% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,064 | $5,152-59.9% | $4,628-55.4% | $4,779-56.8% |
| Participant deferral / active EE | $6,775 | $6,800-0.4% | $6,426+5.4% | $5,609+20.8% |
| Admin fee / account holder | $3,004 | $10,917-72.5% | $9,284-67.6% | $10,828-72.3% |