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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 | $44,360 | $138,075-67.9% | $123,552-64.1% | $135,379-67.2% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -5.54% | 153.70%-159.2pp | 119.20%-124.7pp | 519.79%-525.3pp |
| Employer contribution / active EE | $1,397 | $5,152-72.9% | $4,628-69.8% | $4,779-70.8% |
| Participant deferral / active EE | $3,323 | $6,800-51.1% | $6,426-48.3% | $5,609-40.8% |
| Admin fee / account holder | $604 | $10,917-94.5% | $9,285-93.5% | $10,828-94.4% |