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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 | $102,209 | $93,124+9.8% | $77,100+32.6% | $134,545-24.0% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -11.76% | 62.68%-74.4pp | 42.35%-54.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $1,149 | $3,421-66.4% | $2,815-59.2% | $4,742-75.8% |
| Participant deferral / active EE | $7,349 | $5,242+40.2% | $4,430+65.9% | $6,401+14.8% |
| Admin fee / account holder | $5,407 | $6,970-22.4% | $5,443-0.7% | $11,431-52.7% |