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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 | $50,549 | $82,678-38.9% | $125,391-59.7% | $68,490-26.2% |
| Participation rate | 68.5% | 75.1%-6.5pp | 82.4%-13.9pp | 67.9%+0.6pp |
| Annual return | -10.72% | -5.97%-4.7pp | 572.41%-583.1pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,035 | $3,382-10.3% | $4,816-37.0% | $2,597+16.9% |
| Participant deferral / active EE | $7,232 | $6,111+18.3% | $7,448-2.9% | $4,028+79.6% |
| Admin fee / account holder | $10,438 | $6,277+66.3% | $10,009+4.3% | $5,403+93.2% |