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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 | $228,734 | $95,979+138.3% | $74,551+206.8% | $135,380+69.0% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -5.02% | 56.97%-62.0pp | 32.53%-37.6pp | 519.81%-524.8pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,288 | $3,844-40.5% | $3,108-26.4% | $5,609-59.2% |
| Admin fee / account holder | $5,628 | $6,522-13.7% | $5,059+11.2% | $10,828-48.0% |