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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 | $58,942 | $54,355+8.4% | $82,744-28.8% | $68,486-13.9% |
| Participation rate | 52.5% | 63.9%-11.4pp | 72.6%-20.1pp | 67.9%-15.4pp |
| Annual return | -15.85% | -13.67%-2.2pp | 702.22%-718.1pp | -7.85%-8.0pp |
| Employer contribution / active EE | $2,072 | $2,219-6.6% | $3,008-31.1% | $2,597-20.2% |
| Participant deferral / active EE | $4,380 | $3,246+34.9% | $4,395-0.3% | $4,028+8.7% |
| Admin fee / account holder | $3,298 | $4,397-25.0% | $5,325-38.1% | $5,404-39.0% |