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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 | $79,978 | $92,684-13.7% | $82,706-3.3% | $134,509-40.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.52% | 945.84%-961.4pp | 701.76%-717.3pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,199 | $3,272-32.8% | $3,007-26.9% | $4,741-53.6% |
| Participant deferral / active EE | $4,966 | $4,800+3.5% | $4,394+13.0% | $6,400-22.4% |
| Admin fee / account holder | $2,132 | $5,982-64.4% | $5,329-60.0% | $11,427-81.3% |