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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 | $127,400 | $95,915+32.8% | $79,580+60.1% | $134,532-5.3% |
| Participation rate | 60.9% | 75.0%-14.2pp | 69.5%-8.6pp | 81.2%-20.4pp |
| Annual return | -11.96% | -2.71%-9.2pp | 0.15%-12.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $2,401 | $3,129-23.3% | $2,413-0.5% | $4,741-49.4% |
| Participant deferral / active EE | $4,954 | $4,693+5.6% | $3,985+24.3% | $6,401-22.6% |
| Admin fee / account holder | $543 | $9,132-94.1% | $6,835-92.1% | $11,429-95.3% |