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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 | $120,621 | $75,832+59.1% | $147,617-18.3% | $59,633+102.3% |
| Participation rate | 64.9% | 71.6%-6.7pp | 84.6%-19.8pp | 68.7%-3.8pp |
| Annual return | -0.11% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $918 | $3,485-73.6% | $5,564-83.5% | $2,203-58.3% |
| Participant deferral / active EE | $6,682 | $3,131+113.4% | $4,895+36.5% | $3,192+109.4% |
| Admin fee / account holder | $22,553 | $5,986+276.8% | $11,612+94.2% | $4,297+424.9% |