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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 | $88,204 | $138,072-36.1% | $123,549-28.6% | $135,382-34.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.17% | 153.69%-161.9pp | 119.20%-127.4pp | 519.77%-527.9pp |
| Employer contribution / active EE | $7,671 | $5,152+48.9% | $4,628+65.8% | $4,779+60.5% |
| Participant deferral / active EE | $27,755 | $6,799+308.2% | $6,426+331.9% | $5,609+394.8% |
| Admin fee / account holder | $5,000 | $10,917-54.2% | $9,284-46.1% | $10,829-53.8% |