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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 | $68,176 | $82,674-17.5% | $125,363-45.6% | $68,495-0.5% |
| Participation rate | 55.2% | 75.0%-19.9pp | 82.4%-27.2pp | 67.9%-12.7pp |
| Annual return | -15.36% | -5.97%-9.4pp | 572.15%-587.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,884 | $3,382+74.0% | $4,815+22.2% | $2,596+126.6% |
| Participant deferral / active EE | $4,472 | $6,111-26.8% | $7,447-40.0% | $4,028+11.0% |
| Admin fee / account holder | $1,983 | $6,276-68.4% | $10,005-80.2% | $5,403-63.3% |