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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 | $90,113 | $190,879-52.8% | $160,009-43.7% | $134,532-33.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.55% | 552.63%-572.2pp | 408.85%-428.4pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,434 | $4,995-71.3% | $4,225-66.1% | $4,741-69.8% |
| Participant deferral / active EE | $10,352 | $6,924+49.5% | $6,183+67.4% | $6,401+61.7% |
| Admin fee / account holder | $581 | $10,495-94.5% | $8,715-93.3% | $11,429-94.9% |