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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 | $130,635 | $82,630+58.1% | $64,105+103.8% | $125,388+4.2% |
| Participation rate | 63.2% | 75.9%-12.7pp | 68.2%-5.0pp | 83.2%-20.0pp |
| Annual return | -2.36% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $909 | $2,671-66.0% | $1,820-50.1% | $4,866-81.3% |
| Participant deferral / active EE | $4,100 | $3,608+13.6% | $2,822+45.3% | $5,352-23.4% |
| Admin fee / account holder | $1,426 | $6,382-77.7% | $4,499-68.3% | $9,541-85.1% |