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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 | $87,755 | $95,979-8.6% | $74,551+17.7% | $135,380-35.2% |
| Participation rate | 63.6% | 75.7%-12.0pp | 69.1%-5.5pp | 82.6%-19.0pp |
| Annual return | -4.65% | 56.97%-61.6pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,278 | $2,716-53.0% | $1,961-34.9% | $4,779-73.3% |
| Participant deferral / active EE | $7,612 | $3,844+98.0% | $3,108+144.9% | $5,609+35.7% |
| Admin fee / account holder | $326 | $6,522-95.0% | $5,059-93.6% | $10,828-97.0% |