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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 | $103,074 | $168,635-38.9% | $147,617-30.2% | $125,389-17.8% |
| Participation rate | 30.0% | 88.8%-58.8pp | 84.6%-54.6pp | 83.2%-53.2pp |
| Annual return | -2.76% | 77.65%-80.4pp | 61.98%-64.7pp | 282.24%-285.0pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,591 | $5,507-52.9% | $4,895-47.1% | $5,352-51.6% |
| Admin fee / account holder | $1,490 | $13,580-89.0% | $11,612-87.2% | $9,541-84.4% |