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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 | $116,140 | $168,635-31.1% | $147,617-21.3% | $125,389-7.4% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.46% | 77.65%-80.1pp | 61.98%-64.4pp | 282.24%-284.7pp |
| Employer contribution / active EE | $1,853 | $6,252-70.4% | $5,564-66.7% | $4,866-61.9% |
| Participant deferral / active EE | $4,678 | $5,507-15.1% | $4,895-4.4% | $5,352-12.6% |
| Admin fee / account holder | $11,933 | $13,580-12.1% | $11,612+2.8% | $9,541+25.1% |