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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 | $160,177 | $190,879-16.1% | $160,009+0.1% | $134,532+19.1% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.0%-41.6pp | 81.2%-44.9pp |
| Annual return | -16.66% | 552.63%-569.3pp | 408.85%-425.5pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,206 | $4,995-75.9% | $4,225-71.5% | $4,741-74.6% |
| Participant deferral / active EE | $4,594 | $6,924-33.6% | $6,183-25.7% | $6,401-28.2% |
| Admin fee / account holder | $1,134 | $10,495-89.2% | $8,715-87.0% | $11,429-90.1% |