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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 | $86,843 | $138,072-37.1% | $123,549-29.7% | $135,382-35.9% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -8.40% | 153.69%-162.1pp | 119.20%-127.6pp | 519.77%-528.2pp |
| Employer contribution / active EE | $4,922 | $5,152-4.4% | $4,628+6.4% | $4,779+3.0% |
| Participant deferral / active EE | $6,434 | $6,799-5.4% | $6,426+0.1% | $5,609+14.7% |
| Admin fee / account holder | $495 | $10,917-95.5% | $9,284-94.7% | $10,829-95.4% |