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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 | $66,530 | $138,076-51.8% | $123,553-46.2% | $135,380-50.9% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -3.32% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $2,034 | $5,152-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $3,847 | $6,800-43.4% | $6,426-40.1% | $5,609-31.4% |
| Admin fee / account holder | $5,412 | $10,917-50.4% | $9,284-41.7% | $10,828-50.0% |