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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 | $137,946 | $95,979+43.7% | $74,551+85.0% | $135,380+1.9% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -4.65% | 56.97%-61.6pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,110 | $2,716-22.3% | $1,961+7.6% | $4,779-55.9% |
| Participant deferral / active EE | $5,327 | $3,844+38.6% | $3,108+71.4% | $5,609-5.0% |
| Admin fee / account holder | $1,340 | $6,522-79.5% | $5,059-73.5% | $10,828-87.6% |