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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 | $94,588 | $138,076-31.5% | $123,553-23.4% | $135,380-30.1% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -8.34% | 153.70%-162.0pp | 119.21%-127.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $5,086 | $5,152-1.3% | $4,628+9.9% | $4,779+6.4% |
| Participant deferral / active EE | $10,762 | $6,800+58.3% | $6,426+67.5% | $5,609+91.9% |
| Admin fee / account holder | $5,093 | $10,917-53.3% | $9,284-45.1% | $10,828-53.0% |