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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 | $99,862 | $93,124+7.2% | $77,100+29.5% | $134,545-25.8% |
| Participation rate | 28.6% | 74.5%-45.9pp | 67.9%-39.4pp | 81.2%-52.7pp |
| Annual return | -8.19% | 62.68%-70.9pp | 42.35%-50.5pp | 418.37%-426.6pp |
| Employer contribution / active EE | $2,543 | $3,421-25.7% | $2,815-9.7% | $4,742-46.4% |
| Participant deferral / active EE | $3,968 | $5,242-24.3% | $4,430-10.4% | $6,401-38.0% |
| Admin fee / account holder | $4,725 | $6,970-32.2% | $5,443-13.2% | $11,431-58.7% |