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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 | $139,028 | $69,012+101.5% | $160,037-13.1% | $68,490+103.0% |
| Participation rate | 62.2% | 65.4%-3.3pp | 78.0%-15.8pp | 67.9%-5.7pp |
| Annual return | -15.14% | -9.65%-5.5pp | 408.95%-424.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $1,671 | $2,212-24.5% | $4,226-60.5% | $2,597-35.6% |
| Participant deferral / active EE | $6,884 | $4,212+63.4% | $6,184+11.3% | $4,028+70.9% |
| Admin fee / account holder | $6,584 | $4,798+37.2% | $8,716-24.5% | $5,403+21.9% |