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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 | $61,536 | $138,072-55.4% | $123,549-50.2% | $135,382-54.5% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -5.21% | 153.69%-158.9pp | 119.20%-124.4pp | 519.77%-525.0pp |
| Employer contribution / active EE | $7,235 | $5,152+40.4% | $4,628+56.3% | $4,779+51.4% |
| Participant deferral / active EE | $7,875 | $6,799+15.8% | $6,426+22.6% | $5,609+40.4% |
| Admin fee / account holder | $19,005 | $10,917+74.1% | $9,284+104.7% | $10,829+75.5% |