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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 | $145,159 | $82,678+75.6% | $125,391+15.8% | $68,490+111.9% |
| Participation rate | 68.2% | 75.1%-6.9pp | 82.4%-14.2pp | 67.9%+0.3pp |
| Annual return | -12.11% | -5.97%-6.1pp | 572.41%-584.5pp | -7.85%-4.3pp |
| Employer contribution / active EE | $718 | $3,382-78.8% | $4,816-85.1% | $2,597-72.3% |
| Participant deferral / active EE | $7,741 | $6,111+26.7% | $7,448+3.9% | $4,028+92.2% |
| Admin fee / account holder | $401 | $6,277-93.6% | $10,009-96.0% | $5,403-92.6% |