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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 | $83,873 | $138,076-39.3% | $123,553-32.1% | $135,380-38.0% |
| Participation rate | 41.2% | 84.7%-43.6pp | 82.3%-41.1pp | 82.6%-41.5pp |
| Annual return | -7.10% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,255 | $5,152-75.6% | $4,628-72.9% | $4,779-73.7% |
| Participant deferral / active EE | $3,163 | $6,800-53.5% | $6,426-50.8% | $5,609-43.6% |
| Admin fee / account holder | $11,388 | $10,917+4.3% | $9,284+22.7% | $10,828+5.2% |