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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 | $78,759 | $82,674-4.7% | $125,381-37.2% | $68,486+15.0% |
| Participation rate | 62.9% | 75.1%-12.1pp | 82.4%-19.5pp | 67.9%-5.0pp |
| Annual return | -16.03% | -5.97%-10.1pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $3,731 | $3,382+10.3% | $4,815-22.5% | $2,597+43.7% |
| Participant deferral / active EE | $6,508 | $6,111+6.5% | $7,448-12.6% | $4,028+61.6% |
| Admin fee / account holder | $7,096 | $6,277+13.0% | $10,007-29.1% | $5,404+31.3% |