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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 | $191,378 | $106,551+79.6% | $91,225+109.8% | $134,532+42.3% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -11.10% | 160.78%-171.9pp | 114.12%-125.2pp | 418.27%-429.4pp |
| Employer contribution / active EE | $1,639 | $3,331-50.8% | $2,851-42.5% | $4,741-65.4% |
| Participant deferral / active EE | $1,195 | $4,718-74.7% | $4,233-71.8% | $6,401-81.3% |
| Admin fee / account holder | $23,918 | $6,234+283.6% | $5,422+341.1% | $11,429+109.3% |