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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 | $166,798 | $93,117+79.1% | $77,096+116.4% | $134,532+24.0% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -10.10% | 62.67%-72.8pp | 42.35%-52.4pp | 418.27%-428.4pp |
| Employer contribution / active EE | $1,258 | $3,420-63.2% | $2,814-55.3% | $4,741-73.5% |
| Participant deferral / active EE | $5,718 | $5,241+9.1% | $4,429+29.1% | $6,401-10.7% |
| Admin fee / account holder | $805 | $6,948-88.4% | $5,428-85.2% | $11,429-93.0% |