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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 | $59,804 | $54,357+10.0% | $82,706-27.7% | $68,495-12.7% |
| Participation rate | 29.9% | 63.9%-34.1pp | 72.6%-42.7pp | 67.9%-38.0pp |
| Annual return | -14.36% | -13.67%-0.7pp | 701.76%-716.1pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,152 | $2,218-48.1% | $3,007-61.7% | $2,596-55.6% |
| Participant deferral / active EE | $1,791 | $3,246-44.8% | $4,394-59.2% | $4,028-55.5% |
| Admin fee / account holder | $1,372 | $4,396-68.8% | $5,329-74.2% | $5,403-74.6% |