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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 | $89,176 | $160,059-44.3% | $140,019-36.3% | $135,379-34.1% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.42% | 911.44%-918.9pp | 651.15%-658.6pp | 519.79%-527.2pp |
| Employer contribution / active EE | $3,947 | $6,420-38.5% | $5,605-29.6% | $4,779-17.4% |
| Participant deferral / active EE | $6,442 | $7,641-15.7% | $6,927-7.0% | $5,609+14.9% |
| Admin fee / account holder | $3,237 | $13,328-75.7% | $10,705-69.8% | $10,828-70.1% |