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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 | $114,221 | $138,072-17.3% | $123,549-7.6% | $135,382-15.6% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -5.27% | 153.69%-159.0pp | 119.20%-124.5pp | 519.77%-525.0pp |
| Employer contribution / active EE | $1,824 | $5,152-64.6% | $4,628-60.6% | $4,779-61.8% |
| Participant deferral / active EE | $5,034 | $6,799-26.0% | $6,426-21.7% | $5,609-10.3% |
| Admin fee / account holder | $526 | $10,917-95.2% | $9,284-94.3% | $10,829-95.1% |