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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 | $84,382 | $82,674+2.1% | $125,381-32.7% | $68,486+23.2% |
| Participation rate | 51.7% | 75.1%-23.3pp | 82.4%-30.7pp | 67.9%-16.2pp |
| Annual return | -14.18% | -5.97%-8.2pp | 572.31%-586.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,722 | $3,382-49.1% | $4,815-64.2% | $2,597-33.7% |
| Participant deferral / active EE | $5,084 | $6,111-16.8% | $7,448-31.7% | $4,028+26.2% |
| Admin fee / account holder | $4,951 | $6,277-21.1% | $10,007-50.5% | $5,404-8.4% |