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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 | $53,980 | $82,674-34.7% | $125,381-56.9% | $68,486-21.2% |
| Participation rate | 66.1% | 75.1%-8.9pp | 82.4%-16.3pp | 67.9%-1.8pp |
| Annual return | -18.33% | -5.97%-12.4pp | 572.31%-590.6pp | -7.85%-10.5pp |
| Employer contribution / active EE | $2,576 | $3,382-23.8% | $4,815-46.5% | $2,597-0.8% |
| Participant deferral / active EE | $4,849 | $6,111-20.6% | $7,448-34.9% | $4,028+20.4% |
| Admin fee / account holder | $567 | $6,277-91.0% | $10,007-94.3% | $5,404-89.5% |