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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 | $67,687 | $72,404-6.5% | $110,243-38.6% | $64,173+5.5% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.8pp |
| Annual return | -2.10% | -6.29%+4.2pp | 314.76%-316.9pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,876 | $2,282+26.1% | $3,827-24.8% | $2,381+20.8% |
| Participant deferral / active EE | $4,875 | $3,469+40.5% | $4,672+4.3% | $3,470+40.5% |
| Admin fee / account holder | $3,687 | $5,664-34.9% | $8,548-56.9% | $4,887-24.6% |