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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 | $124,729 | $54,370+129.4% | $82,763+50.7% | $68,490+82.1% |
| Participation rate | 46.8% | 63.9%-17.1pp | 72.6%-25.8pp | 67.9%-21.1pp |
| Annual return | -16.49% | -13.67%-2.8pp | 702.45%-718.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,125 | $2,219-49.3% | $3,008-62.6% | $2,597-56.7% |
| Participant deferral / active EE | $1,995 | $3,247-38.6% | $4,395-54.6% | $4,028-50.5% |
| Admin fee / account holder | $7,002 | $4,398+59.2% | $5,325+31.5% | $5,403+29.6% |