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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 | $91,940 | $78,694+16.8% | $67,652+35.9% | $125,389-26.7% |
| Participation rate | 68.2% | 78.8%-10.6pp | 75.7%-7.5pp | 83.2%-15.0pp |
| Annual return | -1.32% | 9.46%-10.8pp | 6625.40%-6626.7pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,198 | $3,044-60.6% | $2,266-47.1% | $4,866-75.4% |
| Participant deferral / active EE | $4,416 | $4,292+2.9% | $3,560+24.1% | $5,352-17.5% |
| Admin fee / account holder | $3,002 | $7,403-59.4% | $4,821-37.7% | $9,541-68.5% |