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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 | $90,034 | $75,962+18.5% | $154,108-41.6% | $64,173+40.3% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -7.39% | 30.32%-37.7pp | 735.21%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,603 | $3,350-52.2% | $5,298-69.7% | $2,381-32.7% |
| Participant deferral / active EE | $3,504 | $3,175+10.4% | $5,081-31.0% | $3,470+1.0% |
| Admin fee / account holder | $1,121 | $5,589-79.9% | $13,411-91.6% | $4,887-77.1% |