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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 | $77,519 | $190,879-59.4% | $160,009-51.6% | $134,532-42.4% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -17.96% | 552.63%-570.6pp | 408.85%-426.8pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,988 | $4,995-0.1% | $4,225+18.1% | $4,741+5.2% |
| Participant deferral / active EE | $18,000 | $6,924+160.0% | $6,183+191.1% | $6,401+181.2% |
| Admin fee / account holder | $408 | $10,495-96.1% | $8,715-95.3% | $11,429-96.4% |