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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 | $171,847 | $99,644+72.5% | $86,438+98.8% | $134,532+27.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.36% | 6787.26%-6806.6pp | 4397.19%-4416.6pp | 418.27%-437.6pp |
| Employer contribution / active EE | $3,878 | $4,402-11.9% | $3,769+2.9% | $4,741-18.2% |
| Participant deferral / active EE | $8,997 | $7,247+24.1% | $6,952+29.4% | $6,401+40.6% |
| Admin fee / account holder | $382 | $8,375-95.4% | $6,733-94.3% | $11,429-96.7% |