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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 | $168,231 | $138,072+21.8% | $123,549+36.2% | $135,382+24.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.85% | 153.69%-158.5pp | 119.20%-124.0pp | 519.77%-524.6pp |
| Employer contribution / active EE | $5,003 | $5,152-2.9% | $4,628+8.1% | $4,779+4.7% |
| Participant deferral / active EE | $14,657 | $6,799+115.6% | $6,426+128.1% | $5,609+161.3% |
| Admin fee / account holder | $636 | $10,917-94.2% | $9,284-93.1% | $10,829-94.1% |