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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 | $81,031 | $82,674-2.0% | $125,381-35.4% | $68,486+18.3% |
| Participation rate | 64.9% | 75.1%-10.2pp | 82.4%-17.5pp | 67.9%-3.0pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.31%-587.4pp | -7.85%-7.2pp |
| Employer contribution / active EE | $1,079 | $3,382-68.1% | $4,815-77.6% | $2,597-58.5% |
| Participant deferral / active EE | $4,955 | $6,111-18.9% | $7,448-33.5% | $4,028+23.0% |
| Admin fee / account holder | $1,161 | $6,277-81.5% | $10,007-88.4% | $5,404-78.5% |