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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 | $77,856 | $138,075-43.6% | $123,552-37.0% | $135,379-42.5% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -6.74% | 153.70%-160.4pp | 119.20%-125.9pp | 519.79%-526.5pp |
| Employer contribution / active EE | $3,447 | $5,152-33.1% | $4,628-25.5% | $4,779-27.9% |
| Participant deferral / active EE | $7,668 | $6,800+12.8% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $6,222 | $10,917-43.0% | $9,285-33.0% | $10,828-42.5% |