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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 | $77,677 | $138,075-43.7% | $123,552-37.1% | $135,379-42.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -6.76% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.5pp |
| Employer contribution / active EE | $1,884 | $5,152-63.4% | $4,628-59.3% | $4,779-60.6% |
| Participant deferral / active EE | $2,270 | $6,800-66.6% | $6,426-64.7% | $5,609-59.5% |
| Admin fee / account holder | $3,680 | $10,917-66.3% | $9,285-60.4% | $10,828-66.0% |