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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 | $76,472 | $82,674-7.5% | $125,363-39.0% | $68,495+11.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -8.61% | -5.97%-2.6pp | 572.15%-580.8pp | -7.84%-0.8pp |
| Employer contribution / active EE | $2,837 | $3,382-16.1% | $4,815-41.1% | $2,596+9.3% |
| Participant deferral / active EE | $5,511 | $6,111-9.8% | $7,447-26.0% | $4,028+36.8% |
| Admin fee / account holder | $1,658 | $6,276-73.6% | $10,005-83.4% | $5,403-69.3% |