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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 | $145,021 | $92,766+56.3% | $82,763+75.2% | $134,545+7.8% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -0.87% | 946.97%-947.8pp | 702.45%-703.3pp | 418.37%-419.2pp |
| Employer contribution / active EE | $1,840 | $3,273-43.8% | $3,008-38.8% | $4,742-61.2% |
| Participant deferral / active EE | $3,305 | $4,802-31.2% | $4,395-24.8% | $6,401-48.4% |
| Admin fee / account holder | $1,798 | $5,978-69.9% | $5,325-66.2% | $11,431-84.3% |