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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 | $81,944 | $82,674-0.9% | $125,381-34.6% | $68,486+19.7% |
| Participation rate | 65.6% | 75.1%-9.4pp | 82.4%-16.8pp | 67.9%-2.3pp |
| Annual return | -17.90% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $1,672 | $3,382-50.6% | $4,815-65.3% | $2,597-35.6% |
| Participant deferral / active EE | $3,117 | $6,111-49.0% | $7,448-58.1% | $4,028-22.6% |
| Admin fee / account holder | $6,189 | $6,277-1.4% | $10,007-38.1% | $5,404+14.5% |