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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 | $65,790 | $69,012-4.7% | $160,009-58.9% | $68,486-3.9% |
| Participation rate | 52.1% | 65.4%-13.4pp | 78.0%-25.9pp | 67.9%-15.8pp |
| Annual return | -16.49% | -9.65%-6.8pp | 408.85%-425.3pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,755 | $2,212-20.7% | $4,225-58.5% | $2,597-32.4% |
| Participant deferral / active EE | $4,323 | $4,212+2.6% | $6,183-30.1% | $4,028+7.3% |
| Admin fee / account holder | $2,797 | $4,798-41.7% | $8,715-67.9% | $5,404-48.2% |