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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 | $104,642 | $95,895+9.1% | $79,576+31.5% | $134,509-22.2% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -10.83% | -2.72%-8.1pp | 0.15%-11.0pp | 418.13%-429.0pp |
| Employer contribution / active EE | $3,646 | $3,128+16.6% | $2,413+51.1% | $4,741-23.1% |
| Participant deferral / active EE | $5,413 | $4,693+15.3% | $3,985+35.8% | $6,400-15.4% |
| Admin fee / account holder | $4,566 | $9,129-50.0% | $6,834-33.2% | $11,427-60.0% |