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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 | $100,024 | $95,979+4.2% | $74,551+34.2% | $135,380-26.1% |
| Participation rate | 52.4% | 75.7%-23.3pp | 69.1%-16.8pp | 82.6%-30.3pp |
| Annual return | -5.15% | 56.97%-62.1pp | 32.53%-37.7pp | 519.81%-525.0pp |
| Employer contribution / active EE | $688 | $2,716-74.7% | $1,961-64.9% | $4,779-85.6% |
| Participant deferral / active EE | $1,744 | $3,844-54.6% | $3,108-43.9% | $5,609-68.9% |
| Admin fee / account holder | $17,212 | $6,522+163.9% | $5,059+240.2% | $10,828+59.0% |