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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 | $60,368 | $82,678-27.0% | $125,391-51.9% | $68,490-11.9% |
| Participation rate | 58.1% | 75.1%-17.0pp | 82.4%-24.3pp | 67.9%-9.8pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,794 | $3,382-17.4% | $4,816-42.0% | $2,597+7.6% |
| Participant deferral / active EE | $8,245 | $6,111+34.9% | $7,448+10.7% | $4,028+104.7% |
| Admin fee / account holder | $6,926 | $6,277+10.3% | $10,009-30.8% | $5,403+28.2% |