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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 | $80,403 | $72,404+11.0% | $110,243-27.1% | $64,173+25.3% |
| Participation rate | 67.9% | 73.3%-5.5pp | 79.8%-12.0pp | 69.6%-1.7pp |
| Annual return | -6.23% | -6.29%+0.1pp | 314.76%-321.0pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,873 | $2,282-17.9% | $3,827-51.0% | $2,381-21.3% |
| Participant deferral / active EE | $3,773 | $3,469+8.8% | $4,672-19.2% | $3,470+8.8% |
| Admin fee / account holder | $909 | $5,664-83.9% | $8,548-89.4% | $4,887-81.4% |