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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 | $139,588 | $92,743+50.5% | $82,744+68.7% | $134,532+3.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -8.39% | 946.63%-955.0pp | 702.22%-710.6pp | 418.27%-426.7pp |
| Employer contribution / active EE | $1,380 | $3,273-57.8% | $3,008-54.1% | $4,741-70.9% |
| Participant deferral / active EE | $10,498 | $4,802+118.6% | $4,395+138.9% | $6,401+64.0% |
| Admin fee / account holder | $1,068 | $5,977-82.1% | $5,325-79.9% | $11,429-90.7% |