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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 | $87,392 | $190,879-54.2% | $160,009-45.4% | $134,532-35.0% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.0%-31.8pp | 81.2%-35.1pp |
| Annual return | -18.21% | 552.63%-570.8pp | 408.85%-427.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,867 | $4,995-62.6% | $4,225-55.8% | $4,741-60.6% |
| Participant deferral / active EE | $6,016 | $6,924-13.1% | $6,183-2.7% | $6,401-6.0% |
| Admin fee / account holder | $1,425 | $10,495-86.4% | $8,715-83.6% | $11,429-87.5% |