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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 | $86,624 | $138,076-37.3% | $123,553-29.9% | $135,380-36.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -8.02% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $2,611 | $5,152-49.3% | $4,628-43.6% | $4,779-45.4% |
| Participant deferral / active EE | $5,618 | $6,800-17.4% | $6,426-12.6% | $5,609+0.2% |
| Admin fee / account holder | $20,738 | $10,917+90.0% | $9,284+123.4% | $10,828+91.5% |