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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 | $56,682 | $95,979-40.9% | $74,551-24.0% | $135,380-58.1% |
| Participation rate | 60.9% | 75.7%-14.8pp | 69.1%-8.3pp | 82.6%-21.8pp |
| Annual return | -1.93% | 56.97%-58.9pp | 32.53%-34.5pp | 519.81%-521.7pp |
| Employer contribution / active EE | $1,160 | $2,716-57.3% | $1,961-40.8% | $4,779-75.7% |
| Participant deferral / active EE | $2,134 | $3,844-44.5% | $3,108-31.4% | $5,609-62.0% |
| Admin fee / account holder | $1,461 | $6,522-77.6% | $5,059-71.1% | $10,828-86.5% |