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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 | $86,194 | $82,674+4.3% | $125,381-31.3% | $68,486+25.9% |
| Participation rate | 62.1% | 75.1%-13.0pp | 82.4%-20.3pp | 67.9%-5.8pp |
| Annual return | -17.72% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.9pp |
| Employer contribution / active EE | $1,699 | $3,382-49.7% | $4,815-64.7% | $2,597-34.6% |
| Participant deferral / active EE | $4,972 | $6,111-18.6% | $7,448-33.2% | $4,028+23.5% |
| Admin fee / account holder | $1,761 | $6,277-71.9% | $10,007-82.4% | $5,404-67.4% |