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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 | $81,916 | $95,915-14.6% | $79,580+2.9% | $134,532-39.1% |
| Participation rate | 53.3% | 75.0%-21.7pp | 69.5%-16.2pp | 81.2%-27.9pp |
| Annual return | 94.00% | -2.71%+96.7pp | 0.15%+93.8pp | 418.27%-324.3pp |
| Employer contribution / active EE | $1,572 | $3,129-49.8% | $2,413-34.9% | $4,741-66.8% |
| Participant deferral / active EE | $2,785 | $4,693-40.7% | $3,985-30.1% | $6,401-56.5% |
| Admin fee / account holder | $1,231 | $9,132-86.5% | $6,835-82.0% | $11,429-89.2% |