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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 | $128,455 | $138,076-7.0% | $123,553+4.0% | $135,380-5.1% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -2.05% | 153.70%-155.8pp | 119.21%-121.3pp | 519.81%-521.9pp |
| Employer contribution / active EE | $2,877 | $5,152-44.2% | $4,628-37.8% | $4,779-39.8% |
| Participant deferral / active EE | $6,045 | $6,800-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $3,833 | $10,917-64.9% | $9,284-58.7% | $10,828-64.6% |