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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 | $107,761 | $88,603+21.6% | $69,890+54.2% | $134,545-19.9% |
| Participation rate | 66.7% | 74.9%-8.3pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -14.97% | 442.93%-457.9pp | 190.84%-205.8pp | 418.37%-433.3pp |
| Employer contribution / active EE | $1,558 | $3,236-51.8% | $2,560-39.1% | $4,742-67.1% |
| Participant deferral / active EE | $3,392 | $4,771-28.9% | $3,848-11.9% | $6,401-47.0% |
| Admin fee / account holder | $2,721 | $10,443-73.9% | $6,267-56.6% | $11,431-76.2% |