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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 | $96,225 | $138,076-30.3% | $123,553-22.1% | $135,380-28.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.49% | 153.70%-162.2pp | 119.21%-127.7pp | 519.81%-528.3pp |
| Employer contribution / active EE | $1,922 | $5,152-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $6,600 | $6,800-2.9% | $6,426+2.7% | $5,609+17.7% |
| Admin fee / account holder | $308 | $10,917-97.2% | $9,284-96.7% | $10,828-97.2% |