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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 | $24,142 | $138,072-82.5% | $123,549-80.5% | $135,382-82.2% |
| Participation rate | 47.6% | 84.7%-37.1pp | 82.3%-34.7pp | 82.6%-35.0pp |
| Annual return | -3.36% | 153.69%-157.1pp | 119.20%-122.6pp | 519.77%-523.1pp |
| Employer contribution / active EE | $2,136 | $5,152-58.5% | $4,628-53.8% | $4,779-55.3% |
| Participant deferral / active EE | $6,285 | $6,799-7.6% | $6,426-2.2% | $5,609+12.1% |
| Admin fee / account holder | $13,898 | $10,917+27.3% | $9,284+49.7% | $10,829+28.3% |