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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 | $89,406 | $84,551+5.7% | $61,452+45.5% | $134,532-33.5% |
| Participation rate | 33.3% | 62.2%-28.9pp | 52.6%-19.2pp | 81.2%-47.9pp |
| Annual return | -20.02% | 585.39%-605.4pp | 338.96%-359.0pp | 418.27%-438.3pp |
| Employer contribution / active EE | $1,800 | $1,545+16.5% | $1,160+55.2% | $4,741-62.0% |
| Participant deferral / active EE | $9,000 | $2,818+219.3% | $2,125+323.6% | $6,401+40.6% |
| Admin fee / account holder | $342 | $2,587-86.8% | $2,131-84.0% | $11,429-97.0% |