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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 | $92,398 | $95,979-3.7% | $74,551+23.9% | $135,380-31.7% |
| Participation rate | 55.0% | 75.7%-20.7pp | 69.1%-14.1pp | 82.6%-27.6pp |
| Annual return | -1.29% | 56.97%-58.3pp | 32.53%-33.8pp | 519.81%-521.1pp |
| Employer contribution / active EE | $1,292 | $2,716-52.4% | $1,961-34.1% | $4,779-73.0% |
| Participant deferral / active EE | $5,449 | $3,844+41.8% | $3,108+75.3% | $5,609-2.8% |
| Admin fee / account holder | $6,574 | $6,522+0.8% | $5,059+29.9% | $10,828-39.3% |