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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 | $101,535 | $138,075-26.5% | $123,552-17.8% | $135,379-25.0% |
| Participation rate | 64.7% | 84.7%-20.0pp | 82.3%-17.6pp | 82.6%-17.9pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,426 | $5,152-72.3% | $4,628-69.2% | $4,779-70.2% |
| Participant deferral / active EE | $4,938 | $6,800-27.4% | $6,426-23.2% | $5,609-12.0% |
| Admin fee / account holder | $4,325 | $10,917-60.4% | $9,285-53.4% | $10,828-60.1% |