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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 | $91,652 | $138,076-33.6% | $123,553-25.8% | $135,380-32.3% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -4.81% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $4,706 | $5,152-8.7% | $4,628+1.7% | $4,779-1.5% |
| Participant deferral / active EE | $9,903 | $6,800+45.6% | $6,426+54.1% | $5,609+76.5% |
| Admin fee / account holder | $250,596 | $10,917+2195.5% | $9,284+2599.1% | $10,828+2214.3% |