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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 | $54,764 | $138,075-60.3% | $123,552-55.7% | $135,379-59.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.20%-125.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $2,871 | $5,152-44.3% | $4,628-38.0% | $4,779-39.9% |
| Participant deferral / active EE | $7,509 | $6,800+10.4% | $6,426+16.9% | $5,609+33.9% |
| Admin fee / account holder | $353 | $10,917-96.8% | $9,285-96.2% | $10,828-96.7% |