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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 | $136,634 | $138,076-1.0% | $123,553+10.6% | $135,380+0.9% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -7.69% | 153.70%-161.4pp | 119.21%-126.9pp | 519.81%-527.5pp |
| Employer contribution / active EE | $2,159 | $5,152-58.1% | $4,628-53.3% | $4,779-54.8% |
| Participant deferral / active EE | $3,998 | $6,800-41.2% | $6,426-37.8% | $5,609-28.7% |
| Admin fee / account holder | $10,158 | $10,917-6.9% | $9,284+9.4% | $10,828-6.2% |