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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 | $85,891 | $95,979-10.5% | $74,551+15.2% | $135,380-36.6% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -7.52% | 56.97%-64.5pp | 32.53%-40.1pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,195 | $2,716-56.0% | $1,961-39.0% | $4,779-75.0% |
| Participant deferral / active EE | $3,868 | $3,844+0.6% | $3,108+24.5% | $5,609-31.0% |
| Admin fee / account holder | $4,116 | $6,522-36.9% | $5,059-18.6% | $10,828-62.0% |