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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 | $148,530 | $138,076+7.6% | $123,553+20.2% | $135,380+9.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.97% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,300 | $5,152-55.3% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $6,612 | $6,800-2.8% | $6,426+2.9% | $5,609+17.9% |
| Admin fee / account holder | $1,499 | $10,917-86.3% | $9,284-83.9% | $10,828-86.2% |