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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 | $128,396 | $138,072-7.0% | $123,549+3.9% | $135,382-5.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.36% | 153.69%-156.1pp | 119.20%-121.6pp | 519.77%-522.1pp |
| Employer contribution / active EE | $2,821 | $5,152-45.2% | $4,628-39.0% | $4,779-41.0% |
| Participant deferral / active EE | $11,020 | $6,799+62.1% | $6,426+71.5% | $5,609+96.5% |
| Admin fee / account holder | $33,007 | $10,917+202.4% | $9,284+255.5% | $10,829+204.8% |