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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 | $135,685 | $82,674+64.1% | $125,363+8.2% | $68,495+98.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -14.10% | -5.97%-8.1pp | 572.15%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $2,450 | $3,382-27.5% | $4,815-49.1% | $2,596-5.6% |
| Participant deferral / active EE | $5,067 | $6,111-17.1% | $7,447-32.0% | $4,028+25.8% |
| Admin fee / account holder | $13,141 | $6,276+109.4% | $10,005+31.3% | $5,403+143.2% |