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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 | $47,676 | $82,674-42.3% | $125,363-62.0% | $68,495-30.4% |
| Participation rate | 60.4% | 75.0%-14.7pp | 82.4%-22.0pp | 67.9%-7.5pp |
| Annual return | -14.64% | -5.97%-8.7pp | 572.15%-586.8pp | -7.84%-6.8pp |
| Employer contribution / active EE | $3,614 | $3,382+6.9% | $4,815-24.9% | $2,596+39.2% |
| Participant deferral / active EE | $7,707 | $6,111+26.1% | $7,447+3.5% | $4,028+91.4% |
| Admin fee / account holder | $6,913 | $6,276+10.1% | $10,005-30.9% | $5,403+27.9% |