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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 | $102,169 | $138,075-26.0% | $123,552-17.3% | $135,379-24.5% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -7.81% | 153.70%-161.5pp | 119.20%-127.0pp | 519.79%-527.6pp |
| Employer contribution / active EE | $1,437 | $5,152-72.1% | $4,628-68.9% | $4,779-69.9% |
| Participant deferral / active EE | $5,045 | $6,800-25.8% | $6,426-21.5% | $5,609-10.1% |
| Admin fee / account holder | $1,318 | $10,917-87.9% | $9,285-85.8% | $10,828-87.8% |