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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 | $71,836 | $57,352+25.3% | $83,830-14.3% | $64,173+11.9% |
| Participation rate | 66.7% | 68.6%-1.9pp | 76.1%-9.5pp | 69.6%-2.9pp |
| Annual return | -4.83% | 11.38%-16.2pp | 850.97%-855.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $4,501 | $2,546+76.8% | $3,631+24.0% | $2,381+89.1% |
| Participant deferral / active EE | $4,995 | $2,993+66.9% | $4,082+22.4% | $3,470+44.0% |
| Admin fee / account holder | $2,636 | $4,046-34.8% | $5,479-51.9% | $4,887-46.1% |