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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 | $165,914 | $168,636-1.6% | $147,618+12.4% | $125,388+32.3% |
| Participation rate | 68.4% | 88.8%-20.3pp | 84.6%-16.2pp | 83.2%-14.8pp |
| Annual return | -2.55% | 77.65%-80.2pp | 61.98%-64.5pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,358 | $6,252-78.3% | $5,565-75.6% | $4,866-72.1% |
| Participant deferral / active EE | $4,581 | $5,507-16.8% | $4,895-6.4% | $5,352-14.4% |
| Admin fee / account holder | $967 | $13,580-92.9% | $11,612-91.7% | $9,541-89.9% |