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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 | $71,451 | $82,678-13.6% | $125,391-43.0% | $68,490+4.3% |
| Participation rate | 64.9% | 75.1%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -14.82% | -5.97%-8.9pp | 572.41%-587.2pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,895 | $3,382+15.2% | $4,816-19.1% | $2,597+50.0% |
| Participant deferral / active EE | $3,376 | $6,111-44.8% | $7,448-54.7% | $4,028-16.2% |
| Admin fee / account holder | $376 | $6,277-94.0% | $10,009-96.2% | $5,403-93.0% |