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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 | $98,001 | $82,674+18.5% | $125,381-21.8% | $68,486+43.1% |
| Participation rate | 65.0% | 75.1%-10.1pp | 82.4%-17.4pp | 67.9%-2.9pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.31%-587.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,290 | $3,382-61.8% | $4,815-73.2% | $2,597-50.3% |
| Participant deferral / active EE | $2,620 | $6,111-57.1% | $7,448-64.8% | $4,028-34.9% |
| Admin fee / account holder | $2,046 | $6,277-67.4% | $10,007-79.6% | $5,404-62.1% |