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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 | $95,698 | $82,674+15.8% | $125,363-23.7% | $68,495+39.7% |
| Participation rate | 58.6% | 75.0%-16.4pp | 82.4%-23.8pp | 67.9%-9.3pp |
| Annual return | -19.05% | -5.97%-13.1pp | 572.15%-591.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,917 | $3,382-43.3% | $4,815-60.2% | $2,596-26.2% |
| Participant deferral / active EE | $4,602 | $6,111-24.7% | $7,447-38.2% | $4,028+14.3% |
| Admin fee / account holder | $510 | $6,276-91.9% | $10,005-94.9% | $5,403-90.6% |