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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 | $100,912 | $138,075-26.9% | $123,552-18.3% | $135,379-25.5% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -6.12% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,870 | $5,152-63.7% | $4,628-59.6% | $4,779-60.9% |
| Participant deferral / active EE | $8,451 | $6,800+24.3% | $6,426+31.5% | $5,609+50.7% |
| Admin fee / account holder | $1,080 | $10,917-90.1% | $9,285-88.4% | $10,828-90.0% |