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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 | $102,047 | $75,832+34.6% | $147,617-30.9% | $59,633+71.1% |
| Participation rate | 65.8% | 71.6%-5.8pp | 84.6%-18.8pp | 68.7%-2.9pp |
| Annual return | -2.12% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $4,883 | $3,485+40.1% | $5,564-12.3% | $2,203+121.7% |
| Participant deferral / active EE | $4,011 | $3,131+28.1% | $4,895-18.1% | $3,192+25.7% |
| Admin fee / account holder | $4,359 | $5,986-27.2% | $11,612-62.5% | $4,297+1.4% |