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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 | $82,143 | $82,674-0.6% | $125,381-34.5% | $68,486+19.9% |
| Participation rate | 64.2% | 75.1%-10.9pp | 82.4%-18.2pp | 67.9%-3.7pp |
| Annual return | -17.91% | -5.97%-11.9pp | 572.31%-590.2pp | -7.85%-10.1pp |
| Employer contribution / active EE | $960 | $3,382-71.6% | $4,815-80.1% | $2,597-63.0% |
| Participant deferral / active EE | $7,078 | $6,111+15.8% | $7,448-5.0% | $4,028+75.7% |
| Admin fee / account holder | $479 | $6,277-92.4% | $10,007-95.2% | $5,404-91.1% |