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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 | $154,310 | $99,644+54.9% | $86,438+78.5% | $134,532+14.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.74% | 6787.26%-6808.0pp | 4397.19%-4417.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,500 | $4,402-65.9% | $3,769-60.2% | $4,741-68.4% |
| Participant deferral / active EE | $5,849 | $7,247-19.3% | $6,952-15.9% | $6,401-8.6% |
| Admin fee / account holder | $1,396 | $8,375-83.3% | $6,733-79.3% | $11,429-87.8% |