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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 | $89,439 | $138,075-35.2% | $123,552-27.6% | $135,379-33.9% |
| Participation rate | 56.3% | 84.7%-28.5pp | 82.3%-26.0pp | 82.6%-26.4pp |
| Annual return | -4.56% | 153.70%-158.3pp | 119.20%-123.8pp | 519.79%-524.3pp |
| Employer contribution / active EE | $6,575 | $5,152+27.6% | $4,628+42.1% | $4,779+37.6% |
| Participant deferral / active EE | $6,647 | $6,800-2.2% | $6,426+3.4% | $5,609+18.5% |
| Admin fee / account holder | $4,116 | $10,917-62.3% | $9,285-55.7% | $10,828-62.0% |