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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 | $166,711 | $106,551+56.5% | $91,225+82.7% | $134,532+23.9% |
| Participation rate | 40.9% | 76.8%-35.9pp | 73.2%-32.3pp | 81.2%-40.3pp |
| Annual return | -10.00% | 160.78%-170.8pp | 114.12%-124.1pp | 418.27%-428.3pp |
| Employer contribution / active EE | $706 | $3,331-78.8% | $2,851-75.2% | $4,741-85.1% |
| Participant deferral / active EE | $2,803 | $4,718-40.6% | $4,233-33.8% | $6,401-56.2% |
| Admin fee / account holder | $1,138 | $6,234-81.7% | $5,422-79.0% | $11,429-90.0% |