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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 | $161,897 | $138,076+17.3% | $123,553+31.0% | $135,380+19.6% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -4.49% | 153.70%-158.2pp | 119.21%-123.7pp | 519.81%-524.3pp |
| Employer contribution / active EE | $1,485 | $5,152-71.2% | $4,628-67.9% | $4,779-68.9% |
| Participant deferral / active EE | $4,051 | $6,800-40.4% | $6,426-37.0% | $5,609-27.8% |
| Admin fee / account holder | $1,854 | $10,917-83.0% | $9,284-80.0% | $10,828-82.9% |