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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 | $81,998 | $72,404+13.3% | $110,243-25.6% | $64,173+27.8% |
| Participation rate | 43.7% | 73.3%-29.7pp | 79.8%-36.2pp | 69.6%-25.9pp |
| Annual return | -5.35% | -6.29%+0.9pp | 314.76%-320.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $630 | $2,282-72.4% | $3,827-83.5% | $2,381-73.5% |
| Participant deferral / active EE | $4,042 | $3,469+16.5% | $4,672-13.5% | $3,470+16.5% |
| Admin fee / account holder | $3,271 | $5,664-42.3% | $8,548-61.7% | $4,887-33.1% |