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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 | $134,038 | $95,979+39.7% | $74,551+79.8% | $135,380-1.0% |
| Participation rate | 40.9% | 75.7%-34.7pp | 69.1%-28.2pp | 82.6%-41.7pp |
| Annual return | -7.81% | 56.97%-64.8pp | 32.53%-40.3pp | 519.81%-527.6pp |
| Employer contribution / active EE | $1,015 | $2,716-62.6% | $1,961-48.3% | $4,779-78.8% |
| Participant deferral / active EE | $3,477 | $3,844-9.5% | $3,108+11.9% | $5,609-38.0% |
| Admin fee / account holder | $3,729 | $6,522-42.8% | $5,059-26.3% | $10,828-65.6% |