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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 | $84,966 | $93,117-8.8% | $77,096+10.2% | $134,532-36.8% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.8pp | 81.2%-18.1pp |
| Annual return | -18.24% | 62.67%-80.9pp | 42.35%-60.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,839 | $3,420-17.0% | $2,814+0.9% | $4,741-40.1% |
| Participant deferral / active EE | $7,370 | $5,241+40.6% | $4,429+66.4% | $6,401+15.1% |
| Admin fee / account holder | $6,460 | $6,948-7.0% | $5,428+19.0% | $11,429-43.5% |