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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 | $65,988 | $138,075-52.2% | $123,552-46.6% | $135,379-51.3% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -8.87% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.7pp |
| Employer contribution / active EE | $1,310 | $5,152-74.6% | $4,628-71.7% | $4,779-72.6% |
| Participant deferral / active EE | $4,465 | $6,800-34.3% | $6,426-30.5% | $5,609-20.4% |
| Admin fee / account holder | $2,081 | $10,917-80.9% | $9,285-77.6% | $10,828-80.8% |