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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 | $191,966 | $197,819-3.0% | $155,789+23.2% | $125,389+53.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 76.1%-26.1pp | 83.2%-33.2pp |
| Annual return | -2.78% | 86.73%-89.5pp | 71.54%-74.3pp | 282.24%-285.0pp |
| Employer contribution / active EE | $863 | $4,850-82.2% | $3,839-77.5% | $4,866-82.3% |
| Participant deferral / active EE | $1,068 | $5,631-81.0% | $4,798-77.8% | $5,352-80.1% |
| Admin fee / account holder | $1,790 | $9,544-81.2% | $7,477-76.1% | $9,541-81.2% |