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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 | $35,487 | $138,075-74.3% | $123,552-71.3% | $135,379-73.8% |
| Participation rate | 61.5% | 84.7%-23.2pp | 82.3%-20.8pp | 82.6%-21.1pp |
| Annual return | -6.08% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $2,813 | $5,152-45.4% | $4,628-39.2% | $4,779-41.1% |
| Participant deferral / active EE | $8,007 | $6,800+17.8% | $6,426+24.6% | $5,609+42.8% |
| Admin fee / account holder | $5,074 | $10,917-53.5% | $9,285-45.4% | $10,828-53.1% |