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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 | $85,492 | $92,766-7.8% | $82,763+3.3% | $134,545-36.5% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -1.93% | 946.97%-948.9pp | 702.45%-704.4pp | 418.37%-420.3pp |
| Employer contribution / active EE | $1,018 | $3,273-68.9% | $3,008-66.2% | $4,742-78.5% |
| Participant deferral / active EE | $4,329 | $4,802-9.9% | $4,395-1.5% | $6,401-32.4% |
| Admin fee / account holder | $867 | $5,978-85.5% | $5,325-83.7% | $11,431-92.4% |