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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 | $112,690 | $106,549+5.8% | $91,225+23.5% | $134,509-16.2% |
| Participation rate | 62.5% | 76.8%-14.3pp | 73.2%-10.7pp | 81.2%-18.7pp |
| Annual return | -12.05% | 160.73%-172.8pp | 114.10%-126.1pp | 418.13%-430.2pp |
| Employer contribution / active EE | $1,939 | $3,331-41.8% | $2,851-32.0% | $4,741-59.1% |
| Participant deferral / active EE | $3,991 | $4,719-15.4% | $4,234-5.7% | $6,400-37.6% |
| Admin fee / account holder | $4,214 | $6,234-32.4% | $5,422-22.3% | $11,427-63.1% |