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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 | $91,139 | $68,996+32.1% | $159,991-43.0% | $68,495+33.1% |
| Participation rate | 61.8% | 65.4%-3.6pp | 78.0%-16.2pp | 67.9%-6.1pp |
| Annual return | -14.33% | -9.65%-4.7pp | 408.82%-423.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,388 | $2,212+7.9% | $4,225-43.5% | $2,596-8.0% |
| Participant deferral / active EE | $3,592 | $4,211-14.7% | $6,183-41.9% | $4,028-10.8% |
| Admin fee / account holder | $23,509 | $4,797+390.1% | $8,715+169.8% | $5,403+335.1% |