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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 | $129,115 | $197,819-34.7% | $155,789-17.1% | $125,389+3.0% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.95% | 86.73%-89.7pp | 71.54%-74.5pp | 282.24%-285.2pp |
| Employer contribution / active EE | $692 | $4,850-85.7% | $3,839-82.0% | $4,866-85.8% |
| Participant deferral / active EE | $11,000 | $5,631+95.3% | $4,798+129.3% | $5,352+105.5% |
| Admin fee / account holder | $791 | $9,544-91.7% | $7,477-89.4% | $9,541-91.7% |