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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 | $76,711 | $82,678-7.2% | $125,391-38.8% | $68,490+12.0% |
| Participation rate | 64.4% | 75.1%-10.6pp | 82.4%-17.9pp | 67.9%-3.5pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.41%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,378 | $3,382-29.7% | $4,816-50.6% | $2,597-8.4% |
| Participant deferral / active EE | $6,180 | $6,111+1.1% | $7,448-17.0% | $4,028+53.4% |
| Admin fee / account holder | $1,027 | $6,277-83.6% | $10,009-89.7% | $5,403-81.0% |