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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 | $136,640 | $95,979+42.4% | $74,551+83.3% | $135,380+0.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -7.46% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,063 | $2,716-60.9% | $1,961-45.8% | $4,779-77.8% |
| Participant deferral / active EE | $3,652 | $3,844-5.0% | $3,108+17.5% | $5,609-34.9% |
| Admin fee / account holder | $688 | $6,522-89.5% | $5,059-86.4% | $10,828-93.6% |