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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 | $82,132 | $54,357+51.1% | $82,706-0.7% | $68,495+19.9% |
| Participation rate | 67.7% | 63.9%+3.8pp | 72.6%-4.8pp | 67.9%-0.1pp |
| Annual return | -15.19% | -13.67%-1.5pp | 701.76%-717.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,648 | $2,218-25.7% | $3,007-45.2% | $2,596-36.5% |
| Participant deferral / active EE | $5,581 | $3,246+71.9% | $4,394+27.0% | $4,028+38.6% |
| Admin fee / account holder | $6,849 | $4,396+55.8% | $5,329+28.5% | $5,403+26.8% |