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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 | $68,406 | $92,743-26.2% | $82,744-17.3% | $134,532-49.2% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -19.40% | 946.63%-966.0pp | 702.22%-721.6pp | 418.27%-437.7pp |
| Employer contribution / active EE | $6,233 | $3,273+90.5% | $3,008+107.2% | $4,741+31.5% |
| Participant deferral / active EE | $10,177 | $4,802+111.9% | $4,395+131.6% | $6,401+59.0% |
| Admin fee / account holder | $5,878 | $5,977-1.7% | $5,325+10.4% | $11,429-48.6% |