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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 | $89,189 | $82,674+7.9% | $125,381-28.9% | $68,486+30.2% |
| Participation rate | 61.2% | 75.1%-13.9pp | 82.4%-21.2pp | 67.9%-6.7pp |
| Annual return | -11.29% | -5.97%-5.3pp | 572.31%-583.6pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,936 | $3,382-42.7% | $4,815-59.8% | $2,597-25.4% |
| Participant deferral / active EE | $3,726 | $6,111-39.0% | $7,448-50.0% | $4,028-7.5% |
| Admin fee / account holder | $3,280 | $6,277-47.7% | $10,007-67.2% | $5,404-39.3% |