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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 | $80,986 | $138,072-41.3% | $123,549-34.5% | $135,382-40.2% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -1.84% | 153.69%-155.5pp | 119.20%-121.0pp | 519.77%-521.6pp |
| Employer contribution / active EE | $2,142 | $5,152-58.4% | $4,628-53.7% | $4,779-55.2% |
| Participant deferral / active EE | $9,651 | $6,799+41.9% | $6,426+50.2% | $5,609+72.1% |
| Admin fee / account holder | $6,099 | $10,917-44.1% | $9,284-34.3% | $10,829-43.7% |