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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 | $57,653 | $82,678-30.3% | $125,391-54.0% | $68,490-15.8% |
| Participation rate | 53.1% | 75.1%-21.9pp | 82.4%-29.3pp | 67.9%-14.8pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $2,147 | $3,382-36.5% | $4,816-55.4% | $2,597-17.3% |
| Participant deferral / active EE | $5,520 | $6,111-9.7% | $7,448-25.9% | $4,028+37.0% |
| Admin fee / account holder | $9,093 | $6,277+44.8% | $10,009-9.2% | $5,403+68.3% |