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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 | $132,776 | $138,076-3.8% | $123,553+7.5% | $135,380-1.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.97% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $3,166 | $5,152-38.6% | $4,628-31.6% | $4,779-33.8% |
| Participant deferral / active EE | $8,496 | $6,800+24.9% | $6,426+32.2% | $5,609+51.5% |
| Admin fee / account holder | $14,219 | $10,917+30.3% | $9,284+53.2% | $10,828+31.3% |