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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 | $61,258 | $54,355+12.7% | $82,744-26.0% | $68,486-10.6% |
| Participation rate | 53.2% | 63.9%-10.7pp | 72.6%-19.4pp | 67.9%-14.7pp |
| Annual return | -12.55% | -13.67%+1.1pp | 702.22%-714.8pp | -7.85%-4.7pp |
| Employer contribution / active EE | $1,393 | $2,219-37.2% | $3,008-53.7% | $2,597-46.3% |
| Participant deferral / active EE | $1,941 | $3,246-40.2% | $4,395-55.8% | $4,028-51.8% |
| Admin fee / account holder | $1,872 | $4,397-57.4% | $5,325-64.8% | $5,404-65.4% |