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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 | $121,058 | $82,674+46.4% | $125,363-3.4% | $68,495+76.7% |
| Participation rate | 60.0% | 75.0%-15.0pp | 82.4%-22.4pp | 67.9%-7.9pp |
| Annual return | -12.67% | -5.97%-6.7pp | 572.15%-584.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $796 | $3,382-76.5% | $4,815-83.5% | $2,596-69.4% |
| Participant deferral / active EE | $5,011 | $6,111-18.0% | $7,447-32.7% | $4,028+24.4% |
| Admin fee / account holder | $5,096 | $6,276-18.8% | $10,005-49.1% | $5,403-5.7% |