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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 | $88,298 | $95,979-8.0% | $74,551+18.4% | $135,380-34.8% |
| Participation rate | 64.7% | 75.7%-10.9pp | 69.1%-4.4pp | 82.6%-17.9pp |
| Annual return | -2.37% | 56.97%-59.3pp | 32.53%-34.9pp | 519.81%-522.2pp |
| Employer contribution / active EE | $1,114 | $2,716-59.0% | $1,961-43.2% | $4,779-76.7% |
| Participant deferral / active EE | $2,611 | $3,844-32.1% | $3,108-16.0% | $5,609-53.5% |
| Admin fee / account holder | $20,411 | $6,522+212.9% | $5,059+303.4% | $10,828+88.5% |