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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 | $91,794 | $138,075-33.5% | $123,552-25.7% | $135,379-32.2% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -6.82% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $2,274 | $5,152-55.9% | $4,628-50.9% | $4,779-52.4% |
| Participant deferral / active EE | $6,288 | $6,800-7.5% | $6,426-2.1% | $5,609+12.1% |
| Admin fee / account holder | $1,257 | $10,917-88.5% | $9,285-86.5% | $10,828-88.4% |