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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 | $83,460 | $93,117-10.4% | $77,096+8.3% | $134,532-38.0% |
| Participation rate | 63.2% | 74.5%-11.3pp | 67.9%-4.8pp | 81.2%-18.1pp |
| Annual return | -15.18% | 62.67%-77.8pp | 42.35%-57.5pp | 418.27%-433.4pp |
| Employer contribution / active EE | $2,340 | $3,420-31.6% | $2,814-16.9% | $4,741-50.7% |
| Participant deferral / active EE | $6,417 | $5,241+22.4% | $4,429+44.9% | $6,401+0.2% |
| Admin fee / account holder | $3,920 | $6,948-43.6% | $5,428-27.8% | $11,429-65.7% |