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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 | $109,332 | $90,606+20.7% | $79,466+37.6% | $135,379-19.2% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | -8.99% | 977.69%-986.7pp | 718.28%-727.3pp | 519.79%-528.8pp |
| Employer contribution / active EE | $1,597 | $3,068-48.0% | $2,800-43.0% | $4,779-66.6% |
| Participant deferral / active EE | $5,905 | $4,050+45.8% | $3,704+59.4% | $5,609+5.3% |
| Admin fee / account holder | $2,233 | $5,895-62.1% | $5,104-56.3% | $10,828-79.4% |