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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 | $70,094 | $138,075-49.2% | $123,552-43.3% | $135,379-48.2% |
| Participation rate | 63.2% | 84.7%-21.6pp | 82.3%-19.1pp | 82.6%-19.5pp |
| Annual return | -7.32% | 153.70%-161.0pp | 119.20%-126.5pp | 519.79%-527.1pp |
| Employer contribution / active EE | $1,251 | $5,152-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $2,957 | $6,800-56.5% | $6,426-54.0% | $5,609-47.3% |
| Admin fee / account holder | $396 | $10,917-96.4% | $9,285-95.7% | $10,828-96.3% |