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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 | $50,743 | $138,075-63.3% | $123,552-58.9% | $135,379-62.5% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -8.91% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,163 | $5,152-77.4% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $2,324 | $6,800-65.8% | $6,426-63.8% | $5,609-58.6% |
| Admin fee / account holder | $7,340 | $10,917-32.8% | $9,285-20.9% | $10,828-32.2% |