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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 | $210,189 | $133,981+56.9% | $112,249+87.3% | $134,532+56.2% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -20.30% | 47.16%-67.5pp | 27.48%-47.8pp | 418.27%-438.6pp |
| Employer contribution / active EE | $1,587 | $4,040-60.7% | $3,636-56.3% | $4,741-66.5% |
| Participant deferral / active EE | $6,081 | $5,292+14.9% | $4,729+28.6% | $6,401-5.0% |
| Admin fee / account holder | $17,559 | $7,492+134.4% | $6,412+173.8% | $11,429+53.6% |