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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 | $125,302 | $82,678+51.6% | $125,391-0.1% | $68,490+82.9% |
| Participation rate | 51.4% | 75.1%-23.6pp | 82.4%-31.0pp | 67.9%-16.5pp |
| Annual return | -12.92% | -5.97%-7.0pp | 572.41%-585.3pp | -7.85%-5.1pp |
| Employer contribution / active EE | $2,669 | $3,382-21.1% | $4,816-44.6% | $2,597+2.8% |
| Participant deferral / active EE | $6,375 | $6,111+4.3% | $7,448-14.4% | $4,028+58.3% |
| Admin fee / account holder | $2,585 | $6,277-58.8% | $10,009-74.2% | $5,403-52.2% |