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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 | $113,585 | $133,981-15.2% | $112,249+1.2% | $134,532-15.6% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | -2.05% | 47.16%-49.2pp | 27.48%-29.5pp | 418.27%-420.3pp |
| Employer contribution / active EE | $7,692 | $4,040+90.4% | $3,636+111.6% | $4,741+62.2% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,190 | $7,492-44.1% | $6,412-34.7% | $11,429-63.3% |