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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 | $94,281 | $72,404+30.2% | $110,243-14.5% | $64,173+46.9% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -5.99% | -6.29%+0.3pp | 314.76%-320.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,987 | $2,282+30.9% | $3,827-21.9% | $2,381+25.5% |
| Participant deferral / active EE | $4,485 | $3,469+29.3% | $4,672-4.0% | $3,470+29.3% |
| Admin fee / account holder | $15,965 | $5,664+181.8% | $8,548+86.8% | $4,887+226.7% |