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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 | $163,865 | $138,072+18.7% | $123,549+32.6% | $135,382+21.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.01% | 153.69%-162.7pp | 119.20%-128.2pp | 519.77%-528.8pp |
| Employer contribution / active EE | $920 | $5,152-82.2% | $4,628-80.1% | $4,779-80.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $402 | $10,917-96.3% | $9,284-95.7% | $10,829-96.3% |