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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 | $94,700 | $49,177+92.6% | $79,466+19.2% | $64,173+47.6% |
| Participation rate | 67.6% | 65.0%+2.6pp | 73.3%-5.7pp | 69.6%-1.9pp |
| Annual return | -7.61% | -1.16%-6.5pp | 718.28%-725.9pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,015 | $2,076-51.1% | $2,800-63.7% | $2,381-57.4% |
| Participant deferral / active EE | $3,149 | $2,821+11.6% | $3,704-15.0% | $3,470-9.2% |
| Admin fee / account holder | $1,647 | $3,839-57.1% | $5,104-67.7% | $4,887-66.3% |