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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 | $57,607 | $82,674-30.3% | $125,363-54.0% | $68,495-15.9% |
| Participation rate | 68.1% | 75.0%-7.0pp | 82.4%-14.3pp | 67.9%+0.2pp |
| Annual return | -15.85% | -5.97%-9.9pp | 572.15%-588.0pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,870 | $3,382+14.4% | $4,815-19.6% | $2,596+49.1% |
| Participant deferral / active EE | $7,833 | $6,111+28.2% | $7,447+5.2% | $4,028+94.5% |
| Admin fee / account holder | $7,291 | $6,276+16.2% | $10,005-27.1% | $5,403+34.9% |