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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 | $50,989 | $168,635-69.8% | $147,617-65.5% | $125,389-59.3% |
| Participation rate | 60.9% | 88.8%-27.9pp | 84.6%-23.8pp | 83.2%-22.3pp |
| Annual return | -1.69% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,478 | $6,252-60.4% | $5,564-55.5% | $4,866-49.1% |
| Participant deferral / active EE | $3,563 | $5,507-35.3% | $4,895-27.2% | $5,352-33.4% |
| Admin fee / account holder | $320 | $13,580-97.6% | $11,612-97.2% | $9,541-96.6% |