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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 | $94,799 | $72,404+30.9% | $110,243-14.0% | $64,173+47.7% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.9pp | 69.6%-14.7pp |
| Annual return | -5.74% | -6.29%+0.6pp | 314.76%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,248 | $2,282+42.4% | $3,827-15.1% | $2,381+36.4% |
| Participant deferral / active EE | $4,726 | $3,469+36.2% | $4,672+1.2% | $3,470+36.2% |
| Admin fee / account holder | $351 | $5,664-93.8% | $8,548-95.9% | $4,887-92.8% |