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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 | $72,949 | $138,075-47.2% | $123,552-41.0% | $135,379-46.1% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -5.99% | 153.70%-159.7pp | 119.20%-125.2pp | 519.79%-525.8pp |
| Employer contribution / active EE | $4,769 | $5,152-7.4% | $4,628+3.1% | $4,779-0.2% |
| Participant deferral / active EE | $11,726 | $6,800+72.4% | $6,426+82.5% | $5,609+109.1% |
| Admin fee / account holder | $17,391 | $10,917+59.3% | $9,285+87.3% | $10,828+60.6% |