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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 | $191,635 | $84,551+126.7% | $61,452+211.8% | $134,532+42.4% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -5.91% | 585.39%-591.3pp | 338.96%-344.9pp | 418.27%-424.2pp |
| Employer contribution / active EE | $1,392 | $1,545-9.9% | $1,160+20.1% | $4,741-70.6% |
| Participant deferral / active EE | $3,954 | $2,818+40.3% | $2,125+86.1% | $6,401-38.2% |
| Admin fee / account holder | $314 | $2,587-87.9% | $2,131-85.3% | $11,429-97.3% |