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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 | $183,784 | $168,636+9.0% | $147,618+24.5% | $125,388+46.6% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -2.19% | 77.65%-79.8pp | 61.98%-64.2pp | 282.24%-284.4pp |
| Employer contribution / active EE | $2,262 | $6,252-63.8% | $5,565-59.4% | $4,866-53.5% |
| Participant deferral / active EE | $10,934 | $5,507+98.5% | $4,895+123.3% | $5,352+104.3% |
| Admin fee / account holder | $2,015 | $13,580-85.2% | $11,612-82.6% | $9,541-78.9% |