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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 | $80,759 | $82,678-2.3% | $125,391-35.6% | $68,490+17.9% |
| Participation rate | 52.8% | 75.1%-22.3pp | 82.4%-29.6pp | 67.9%-15.1pp |
| Annual return | -15.72% | -5.97%-9.8pp | 572.41%-588.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,566 | $3,382-53.7% | $4,816-67.5% | $2,597-39.7% |
| Participant deferral / active EE | $3,807 | $6,111-37.7% | $7,448-48.9% | $4,028-5.5% |
| Admin fee / account holder | $1,003 | $6,277-84.0% | $10,009-90.0% | $5,403-81.4% |