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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 | $95,320 | $51,226+86.1% | $82,706+15.3% | $66,930+42.4% |
| Participation rate | 38.6% | 67.9%-29.2pp | 72.6%-33.9pp | 69.8%-31.2pp |
| Annual return | -16.91% | -9.61%-7.3pp | 701.76%-718.7pp | 1.57%-18.5pp |
| Employer contribution / active EE | $4,703 | $2,612+80.0% | $3,007+56.4% | $2,545+84.8% |
| Participant deferral / active EE | $2,439 | $3,460-29.5% | $4,394-44.5% | $4,238-42.4% |
| Admin fee / account holder | $10,087 | $416+2327.5% | $5,329+89.3% | $593+1599.8% |