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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 | $153,119 | $133,981+14.3% | $112,249+36.4% | $134,532+13.8% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -4.10% | 47.16%-51.3pp | 27.48%-31.6pp | 418.27%-422.4pp |
| Employer contribution / active EE | $1,904 | $4,040-52.9% | $3,636-47.6% | $4,741-59.8% |
| Participant deferral / active EE | $8,320 | $5,292+57.2% | $4,729+75.9% | $6,401+30.0% |
| Admin fee / account holder | $606 | $7,492-91.9% | $6,412-90.5% | $11,429-94.7% |