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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 | $160,156 | $92,743+72.7% | $82,744+93.6% | $134,532+19.0% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -19.30% | 946.63%-965.9pp | 702.22%-721.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $1,152 | $3,273-64.8% | $3,008-61.7% | $4,741-75.7% |
| Participant deferral / active EE | $3,829 | $4,802-20.3% | $4,395-12.9% | $6,401-40.2% |
| Admin fee / account holder | $630 | $5,977-89.5% | $5,325-88.2% | $11,429-94.5% |