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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 | $123,644 | $95,975+28.8% | $74,549+65.9% | $135,379-8.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -7.99% | 56.96%-65.0pp | 32.53%-40.5pp | 519.79%-527.8pp |
| Employer contribution / active EE | $976 | $2,716-64.1% | $1,961-50.2% | $4,779-79.6% |
| Participant deferral / active EE | $8,401 | $3,844+118.6% | $3,108+170.3% | $5,609+49.8% |
| Admin fee / account holder | $1,779 | $6,522-72.7% | $5,059-64.8% | $10,828-83.6% |