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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 | $90,735 | $82,674+9.7% | $125,381-27.6% | $68,486+32.5% |
| Participation rate | 52.0% | 75.1%-23.1pp | 82.4%-30.4pp | 67.9%-15.9pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $1,576 | $3,382-53.4% | $4,815-67.3% | $2,597-39.3% |
| Participant deferral / active EE | $4,020 | $6,111-34.2% | $7,448-46.0% | $4,028-0.2% |
| Admin fee / account holder | $4,543 | $6,277-27.6% | $10,007-54.6% | $5,404-15.9% |