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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 | $153,016 | $168,635-9.3% | $147,617+3.7% | $125,389+22.0% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | -2.31% | 77.65%-80.0pp | 61.98%-64.3pp | 282.24%-284.6pp |
| Employer contribution / active EE | $1,911 | $6,252-69.4% | $5,564-65.7% | $4,866-60.7% |
| Participant deferral / active EE | $5,459 | $5,507-0.9% | $4,895+11.5% | $5,352+2.0% |
| Admin fee / account holder | $2,754 | $13,580-79.7% | $11,612-76.3% | $9,541-71.1% |