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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 | $180,388 | $138,076+30.6% | $123,553+46.0% | $135,380+33.2% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -8.03% | 153.70%-161.7pp | 119.21%-127.2pp | 519.81%-527.8pp |
| Employer contribution / active EE | $1,680 | $5,152-67.4% | $4,628-63.7% | $4,779-64.8% |
| Participant deferral / active EE | $5,365 | $6,800-21.1% | $6,426-16.5% | $5,609-4.3% |
| Admin fee / account holder | $1,318 | $10,917-87.9% | $9,284-85.8% | $10,828-87.8% |