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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 | $66,956 | $138,075-51.5% | $123,552-45.8% | $135,379-50.5% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -4.46% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,729 | $5,152-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $2,935 | $6,800-56.8% | $6,426-54.3% | $5,609-47.7% |
| Admin fee / account holder | $11,780 | $10,917+7.9% | $9,285+26.9% | $10,828+8.8% |