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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 | $71,827 | $138,076-48.0% | $123,553-41.9% | $135,380-46.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.39% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,686 | $5,152-47.9% | $4,628-42.0% | $4,779-43.8% |
| Participant deferral / active EE | $3,696 | $6,800-45.6% | $6,426-42.5% | $5,609-34.1% |
| Admin fee / account holder | $362 | $10,917-96.7% | $9,284-96.1% | $10,828-96.7% |