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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 | $149,057 | $75,962+96.2% | $154,111-3.3% | $64,173+132.3% |
| Participation rate | 42.2% | 70.4%-28.2pp | 83.0%-40.8pp | 69.6%-27.3pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.18%-740.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $840 | $3,350-74.9% | $5,298-84.2% | $2,381-64.7% |
| Participant deferral / active EE | $3,042 | $3,175-4.2% | $5,081-40.1% | $3,470-12.3% |
| Admin fee / account holder | $12,415 | $5,589+122.1% | $13,411-7.4% | $4,887+154.0% |