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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 | $100,057 | $49,177+103.5% | $79,467+25.9% | $64,173+55.9% |
| Participation rate | 25.8% | 65.0%-39.2pp | 73.3%-47.5pp | 69.6%-43.8pp |
| Annual return | -6.45% | -1.16%-5.3pp | 718.30%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $402 | $2,076-80.6% | $2,800-85.6% | $2,381-83.1% |
| Participant deferral / active EE | $1,148 | $2,821-59.3% | $3,704-69.0% | $3,470-66.9% |
| Admin fee / account holder | $1,418 | $3,839-63.1% | $5,104-72.2% | $4,887-71.0% |