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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 | $70,957 | $82,674-14.2% | $125,363-43.4% | $68,495+3.6% |
| Participation rate | 68.1% | 75.0%-7.0pp | 82.4%-14.3pp | 67.9%+0.2pp |
| Annual return | -18.36% | -5.97%-12.4pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,694 | $3,382-49.9% | $4,815-64.8% | $2,596-34.8% |
| Participant deferral / active EE | $6,781 | $6,111+11.0% | $7,447-8.9% | $4,028+68.4% |
| Admin fee / account holder | $2,308 | $6,276-63.2% | $10,005-76.9% | $5,403-57.3% |