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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 | $72,919 | $92,766-21.4% | $82,763-11.9% | $134,545-45.8% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.29% | 946.97%-960.3pp | 702.45%-715.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $3,094 | $3,273-5.5% | $3,008+2.9% | $4,742-34.7% |
| Participant deferral / active EE | $7,337 | $4,802+52.8% | $4,395+66.9% | $6,401+14.6% |
| Admin fee / account holder | $3,005 | $5,978-49.7% | $5,325-43.6% | $11,431-73.7% |