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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 | $69,338 | $82,674-16.1% | $125,363-44.7% | $68,495+1.2% |
| Participation rate | 69.2% | 75.0%-5.8pp | 82.4%-13.1pp | 67.9%+1.3pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.15%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,928 | $3,382-43.0% | $4,815-60.0% | $2,596-25.7% |
| Participant deferral / active EE | $3,369 | $6,111-44.9% | $7,447-54.8% | $4,028-16.4% |
| Admin fee / account holder | $4,743 | $6,276-24.4% | $10,005-52.6% | $5,403-12.2% |