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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 | $51,531 | $138,076-62.7% | $123,553-58.3% | $135,380-61.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.20% | 153.70%-161.9pp | 119.21%-127.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $3,141 | $5,152-39.0% | $4,628-32.1% | $4,779-34.3% |
| Participant deferral / active EE | $10,115 | $6,800+48.8% | $6,426+57.4% | $5,609+80.3% |
| Admin fee / account holder | $7,121 | $10,917-34.8% | $9,284-23.3% | $10,828-34.2% |