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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 | $99,094 | $106,551-7.0% | $91,225+8.6% | $134,532-26.3% |
| Participation rate | 69.6% | 76.8%-7.2pp | 73.2%-3.6pp | 81.2%-11.7pp |
| Annual return | -14.42% | 160.78%-175.2pp | 114.12%-128.5pp | 418.27%-432.7pp |
| Employer contribution / active EE | $3,281 | $3,331-1.5% | $2,851+15.1% | $4,741-30.8% |
| Participant deferral / active EE | $6,406 | $4,718+35.8% | $4,233+51.3% | $6,401+0.1% |
| Admin fee / account holder | $12,954 | $6,234+107.8% | $5,422+138.9% | $11,429+13.3% |