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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 | $85,333 | $82,674+3.2% | $125,363-31.9% | $68,495+24.6% |
| Participation rate | 61.8% | 75.0%-13.3pp | 82.4%-20.6pp | 67.9%-6.1pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.15%-588.7pp | -7.84%-8.7pp |
| Employer contribution / active EE | $7,758 | $3,382+129.4% | $4,815+61.1% | $2,596+198.8% |
| Participant deferral / active EE | $11,504 | $6,111+88.2% | $7,447+54.5% | $4,028+185.6% |
| Admin fee / account holder | $1,652 | $6,276-73.7% | $10,005-83.5% | $5,403-69.4% |