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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 | $103,544 | $82,674+25.2% | $125,381-17.4% | $68,486+51.2% |
| Participation rate | 63.3% | 75.1%-11.7pp | 82.4%-19.0pp | 67.9%-4.6pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.31%-589.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $3,254 | $3,382-3.8% | $4,815-32.4% | $2,597+25.3% |
| Participant deferral / active EE | $6,959 | $6,111+13.9% | $7,448-6.6% | $4,028+72.8% |
| Admin fee / account holder | $6,235 | $6,277-0.7% | $10,007-37.7% | $5,404+15.4% |