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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 | $103,981 | $93,117+11.7% | $77,096+34.9% | $134,532-22.7% |
| Participation rate | 22.7% | 74.5%-51.8pp | 67.9%-45.2pp | 81.2%-58.5pp |
| Annual return | -6.83% | 62.67%-69.5pp | 42.35%-49.2pp | 418.27%-425.1pp |
| Employer contribution / active EE | $477 | $3,420-86.1% | $2,814-83.1% | $4,741-89.9% |
| Participant deferral / active EE | $2,637 | $5,241-49.7% | $4,429-40.5% | $6,401-58.8% |
| Admin fee / account holder | $5,692 | $6,948-18.1% | $5,428+4.9% | $11,429-50.2% |