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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 | $119,706 | $95,979+24.7% | $74,551+60.6% | $135,380-11.6% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -7.48% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,396 | $2,716-48.6% | $1,961-28.8% | $4,779-70.8% |
| Participant deferral / active EE | $4,887 | $3,844+27.2% | $3,108+57.2% | $5,609-12.9% |
| Admin fee / account holder | $1,634 | $6,522-74.9% | $5,059-67.7% | $10,828-84.9% |