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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 | $78,164 | $82,674-5.5% | $125,363-37.7% | $68,495+14.1% |
| Participation rate | 46.9% | 75.0%-28.2pp | 82.4%-35.5pp | 67.9%-21.0pp |
| Annual return | -14.07% | -5.97%-8.1pp | 572.15%-586.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $2,134 | $3,382-36.9% | $4,815-55.7% | $2,596-17.8% |
| Participant deferral / active EE | $5,116 | $6,111-16.3% | $7,447-31.3% | $4,028+27.0% |
| Admin fee / account holder | $658 | $6,276-89.5% | $10,005-93.4% | $5,403-87.8% |