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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 | $138,047 | $82,678+67.0% | $125,391+10.1% | $68,490+101.6% |
| Participation rate | 56.0% | 75.1%-19.1pp | 82.4%-26.4pp | 67.9%-11.9pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.41%-589.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,888 | $3,382-14.6% | $4,816-40.0% | $2,597+11.2% |
| Participant deferral / active EE | $7,666 | $6,111+25.4% | $7,448+2.9% | $4,028+90.3% |
| Admin fee / account holder | $11,015 | $6,277+75.5% | $10,009+10.1% | $5,403+103.9% |