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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 | $103,973 | $82,674+25.8% | $125,381-17.1% | $68,486+51.8% |
| Participation rate | 45.2% | 75.1%-29.9pp | 82.4%-37.2pp | 67.9%-22.7pp |
| Annual return | -12.89% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.0pp |
| Employer contribution / active EE | $834 | $3,382-75.3% | $4,815-82.7% | $2,597-67.9% |
| Participant deferral / active EE | $3,115 | $6,111-49.0% | $7,448-58.2% | $4,028-22.7% |
| Admin fee / account holder | $7,873 | $6,277+25.4% | $10,007-21.3% | $5,404+45.7% |