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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 | $53,781 | $138,075-61.0% | $123,552-56.5% | $135,379-60.3% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -4.40% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,008 | $5,152-61.0% | $4,628-56.6% | $4,779-58.0% |
| Participant deferral / active EE | $4,321 | $6,800-36.4% | $6,426-32.8% | $5,609-23.0% |
| Admin fee / account holder | $401 | $10,917-96.3% | $9,285-95.7% | $10,828-96.3% |