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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 | $100,032 | $138,075-27.6% | $123,552-19.0% | $135,379-26.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.79% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $5,760 | $5,152+11.8% | $4,628+24.5% | $4,779+20.5% |
| Participant deferral / active EE | $8,000 | $6,800+17.7% | $6,426+24.5% | $5,609+42.6% |
| Admin fee / account holder | $990 | $10,917-90.9% | $9,285-89.3% | $10,828-90.9% |