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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 | $77,831 | $88,603-12.2% | $69,890+11.4% | $134,545-42.2% |
| Participation rate | 68.8% | 74.9%-6.2pp | 70.5%-1.7pp | 81.2%-12.5pp |
| Annual return | -11.26% | 442.93%-454.2pp | 190.84%-202.1pp | 418.37%-429.6pp |
| Employer contribution / active EE | $2,029 | $3,236-37.3% | $2,560-20.8% | $4,742-57.2% |
| Participant deferral / active EE | $4,209 | $4,771-11.8% | $3,848+9.4% | $6,401-34.2% |
| Admin fee / account holder | $4,758 | $10,443-54.4% | $6,267-24.1% | $11,431-58.4% |