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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 | $137,309 | $180,459-23.9% | $154,108-10.9% | $135,380+1.4% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -6.57% | 888.21%-894.8pp | 735.21%-741.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,109 | $6,035-65.1% | $5,298-60.2% | $4,779-55.9% |
| Participant deferral / active EE | $6,974 | $5,806+20.1% | $5,081+37.3% | $5,609+24.3% |
| Admin fee / account holder | $1,158 | $16,145-92.8% | $13,411-91.4% | $10,828-89.3% |