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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 | $55,275 | $138,072-60.0% | $123,549-55.3% | $135,382-59.2% |
| Participation rate | 68.8% | 84.7%-16.0pp | 82.3%-13.5pp | 82.6%-13.9pp |
| Annual return | -6.57% | 153.69%-160.3pp | 119.20%-125.8pp | 519.77%-526.3pp |
| Employer contribution / active EE | $2,053 | $5,152-60.2% | $4,628-55.6% | $4,779-57.0% |
| Participant deferral / active EE | $4,495 | $6,799-33.9% | $6,426-30.0% | $5,609-19.9% |
| Admin fee / account holder | $8,010 | $10,917-26.6% | $9,284-13.7% | $10,829-26.0% |