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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 | $109,384 | $168,636-35.1% | $147,617-25.9% | $125,393-12.8% |
| Participation rate | 64.7% | 88.8%-24.1pp | 84.6%-19.9pp | 83.2%-18.5pp |
| Annual return | -2.19% | 77.65%-79.8pp | 61.98%-64.2pp | 282.23%-284.4pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,565-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,652 | $5,507+39.0% | $4,895+56.3% | $5,351+43.0% |
| Admin fee / account holder | $331 | $13,580-97.6% | $11,611-97.2% | $9,541-96.5% |