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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 | $97,400 | $138,076-29.5% | $123,553-21.2% | $135,380-28.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.28% | 153.70%-155.0pp | 119.21%-120.5pp | 519.81%-521.1pp |
| Employer contribution / active EE | $1,511 | $5,152-70.7% | $4,628-67.4% | $4,779-68.4% |
| Participant deferral / active EE | $7,682 | $6,800+13.0% | $6,426+19.5% | $5,609+37.0% |
| Admin fee / account holder | $1,455 | $10,917-86.7% | $9,284-84.3% | $10,828-86.6% |