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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 | $77,959 | $138,076-43.5% | $123,553-36.9% | $135,380-42.4% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -5.94% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $1,221 | $5,152-76.3% | $4,628-73.6% | $4,779-74.4% |
| Participant deferral / active EE | $2,244 | $6,800-67.0% | $6,426-65.1% | $5,609-60.0% |
| Admin fee / account holder | $632 | $10,917-94.2% | $9,284-93.2% | $10,828-94.2% |