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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 | $119,071 | $95,975+24.1% | $74,549+59.7% | $135,379-12.0% |
| Participation rate | 65.2% | 75.7%-10.4pp | 69.1%-3.9pp | 82.6%-17.4pp |
| Annual return | -4.77% | 56.96%-61.7pp | 32.53%-37.3pp | 519.79%-524.6pp |
| Employer contribution / active EE | $1,360 | $2,716-49.9% | $1,961-30.6% | $4,779-71.5% |
| Participant deferral / active EE | $2,398 | $3,844-37.6% | $3,108-22.8% | $5,609-57.2% |
| Admin fee / account holder | $10,314 | $6,522+58.2% | $5,059+103.9% | $10,828-4.7% |