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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 | $48,596 | $69,012-29.6% | $160,037-69.6% | $68,490-29.0% |
| Participation rate | 67.6% | 65.4%+2.2pp | 78.0%-10.3pp | 67.9%-0.2pp |
| Annual return | -11.84% | -9.65%-2.2pp | 408.95%-420.8pp | -7.85%-4.0pp |
| Employer contribution / active EE | $4,527 | $2,212+104.6% | $4,226+7.1% | $2,597+74.3% |
| Participant deferral / active EE | $5,979 | $4,212+42.0% | $6,184-3.3% | $4,028+48.4% |
| Admin fee / account holder | $8,906 | $4,798+85.6% | $8,716+2.2% | $5,403+64.8% |