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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 | $136,130 | $138,076-1.4% | $123,553+10.2% | $135,380+0.6% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -7.53% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,315 | $5,152-55.1% | $4,628-50.0% | $4,779-51.6% |
| Participant deferral / active EE | $7,622 | $6,800+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $498 | $10,917-95.4% | $9,284-94.6% | $10,828-95.4% |