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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 | $68,383 | $138,076-50.5% | $123,553-44.7% | $135,380-49.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.53% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $6,364 | $5,152+23.5% | $4,628+37.5% | $4,779+33.2% |
| Participant deferral / active EE | $6,553 | $6,800-3.6% | $6,426+2.0% | $5,609+16.8% |
| Admin fee / account holder | $1,629 | $10,917-85.1% | $9,284-82.5% | $10,828-85.0% |