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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 | $52,425 | $82,314-36.3% | $68,808-23.8% | $134,532-61.0% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -19.02% | -2.18%-16.8pp | -6.37%-12.6pp | 418.27%-437.3pp |
| Employer contribution / active EE | $3,288 | $3,301-0.4% | $2,656+23.8% | $4,741-30.6% |
| Participant deferral / active EE | $6,523 | $4,740+37.6% | $3,942+65.5% | $6,401+1.9% |
| Admin fee / account holder | $3,011 | $6,484-53.6% | $4,936-39.0% | $11,429-73.7% |