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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 | $130,862 | $168,635-22.4% | $147,617-11.4% | $125,389+4.4% |
| Participation rate | 56.3% | 88.8%-32.5pp | 84.6%-28.4pp | 83.2%-26.9pp |
| Annual return | -3.19% | 77.65%-80.8pp | 61.98%-65.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $6,515 | $6,252+4.2% | $5,564+17.1% | $4,866+33.9% |
| Participant deferral / active EE | $7,612 | $5,507+38.2% | $4,895+55.5% | $5,352+42.2% |
| Admin fee / account holder | $5,360 | $13,580-60.5% | $11,612-53.8% | $9,541-43.8% |