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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 | $49,071 | $82,674-40.6% | $125,363-60.9% | $68,495-28.4% |
| Participation rate | 67.1% | 75.0%-8.0pp | 82.4%-15.3pp | 67.9%-0.8pp |
| Annual return | -17.15% | -5.97%-11.2pp | 572.15%-589.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $3,079 | $3,382-9.0% | $4,815-36.1% | $2,596+18.6% |
| Participant deferral / active EE | $7,181 | $6,111+17.5% | $7,447-3.6% | $4,028+78.3% |
| Admin fee / account holder | $10,382 | $6,276+65.4% | $10,005+3.8% | $5,403+92.1% |