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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 | $95,920 | $82,674+16.0% | $125,358-23.5% | $68,498+40.0% |
| Participation rate | 67.6% | 75.0%-7.4pp | 82.4%-14.7pp | 67.9%-0.2pp |
| Annual return | -18.91% | -5.97%-12.9pp | 572.03%-590.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,623 | $3,381-52.0% | $4,814-66.3% | $2,596-37.5% |
| Participant deferral / active EE | $9,508 | $6,111+55.6% | $7,447+27.7% | $4,027+136.1% |
| Admin fee / account holder | $39,308 | $6,276+526.3% | $10,007+292.8% | $5,403+627.5% |