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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 | $112,701 | $138,075-18.4% | $123,552-8.8% | $135,379-16.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.47% | 153.70%-155.2pp | 119.20%-120.7pp | 519.79%-521.3pp |
| Employer contribution / active EE | $1,430 | $5,152-72.2% | $4,628-69.1% | $4,779-70.1% |
| Participant deferral / active EE | $5,482 | $6,800-19.4% | $6,426-14.7% | $5,609-2.3% |
| Admin fee / account holder | $1,515 | $10,917-86.1% | $9,285-83.7% | $10,828-86.0% |