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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 | $99,419 | $82,678+20.2% | $125,391-20.7% | $68,490+45.2% |
| Participation rate | 60.0% | 75.1%-15.1pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -18.00% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.1pp |
| Employer contribution / active EE | $2,035 | $3,382-39.8% | $4,816-57.7% | $2,597-21.6% |
| Participant deferral / active EE | $5,388 | $6,111-11.8% | $7,448-27.7% | $4,028+33.8% |
| Admin fee / account holder | $1,535 | $6,277-75.5% | $10,009-84.7% | $5,403-71.6% |