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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 | $116,466 | $54,370+114.2% | $82,763+40.7% | $68,490+70.0% |
| Participation rate | 69.8% | 63.9%+5.9pp | 72.6%-2.8pp | 67.9%+1.9pp |
| Annual return | -16.18% | -13.67%-2.5pp | 702.45%-718.6pp | -7.85%-8.3pp |
| Employer contribution / active EE | $593 | $2,219-73.3% | $3,008-80.3% | $2,597-77.2% |
| Participant deferral / active EE | $3,556 | $3,247+9.5% | $4,395-19.1% | $4,028-11.7% |
| Admin fee / account holder | $5,401 | $4,398+22.8% | $5,325+1.4% | $5,4030% |