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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 | $60,410 | $168,635-64.2% | $147,617-59.1% | $125,389-51.8% |
| Participation rate | 63.6% | 88.8%-25.1pp | 84.6%-21.0pp | 83.2%-19.6pp |
| Annual return | -1.27% | 77.65%-78.9pp | 61.98%-63.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,127 | $6,252-66.0% | $5,564-61.8% | $4,866-56.3% |
| Participant deferral / active EE | $7,264 | $5,507+31.9% | $4,895+48.4% | $5,352+35.7% |
| Admin fee / account holder | $874 | $13,580-93.6% | $11,612-92.5% | $9,541-90.8% |