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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 | $71,469 | $84,551-15.5% | $61,452+16.3% | $134,532-46.9% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -14.34% | 585.39%-599.7pp | 338.96%-353.3pp | 418.27%-432.6pp |
| Employer contribution / active EE | $2,153 | $1,545+39.4% | $1,160+85.7% | $4,741-54.6% |
| Participant deferral / active EE | $2,415 | $2,818-14.3% | $2,125+13.7% | $6,401-62.3% |
| Admin fee / account holder | $4,534 | $2,587+75.2% | $2,131+112.8% | $11,429-60.3% |