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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 | $92,600 | $138,072-32.9% | $123,549-25.1% | $135,382-31.6% |
| Participation rate | 23.8% | 84.7%-60.9pp | 82.3%-58.5pp | 82.6%-58.8pp |
| Annual return | -6.69% | 153.69%-160.4pp | 119.20%-125.9pp | 519.77%-526.5pp |
| Employer contribution / active EE | $1,202 | $5,152-76.7% | $4,628-74.0% | $4,779-74.8% |
| Participant deferral / active EE | $5,036 | $6,799-25.9% | $6,426-21.6% | $5,609-10.2% |
| Admin fee / account holder | $16,325 | $10,917+49.5% | $9,284+75.8% | $10,829+50.8% |