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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 | $187,643 | $168,635+11.3% | $147,617+27.1% | $125,389+49.6% |
| Participation rate | 65.0% | 88.8%-23.8pp | 84.6%-19.6pp | 83.2%-18.2pp |
| Annual return | -3.15% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $2,070 | $6,252-66.9% | $5,564-62.8% | $4,866-57.5% |
| Participant deferral / active EE | $8,806 | $5,507+59.9% | $4,895+79.9% | $5,352+64.6% |
| Admin fee / account holder | $13,691 | $13,580+0.8% | $11,612+17.9% | $9,541+43.5% |