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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 | $154,219 | $168,636-8.5% | $147,618+4.5% | $125,388+23.0% |
| Participation rate | 57.1% | 88.8%-31.6pp | 84.6%-27.5pp | 83.2%-26.0pp |
| Annual return | -3.68% | 77.65%-81.3pp | 61.98%-65.7pp | 282.24%-285.9pp |
| Employer contribution / active EE | $2,066 | $6,252-67.0% | $5,565-62.9% | $4,866-57.6% |
| Participant deferral / active EE | $4,229 | $5,507-23.2% | $4,895-13.6% | $5,352-21.0% |
| Admin fee / account holder | $2,286 | $13,580-83.2% | $11,612-80.3% | $9,541-76.0% |