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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 | $50,598 | $82,674-38.8% | $125,381-59.6% | $68,486-26.1% |
| Participation rate | 53.8% | 75.1%-21.2pp | 82.4%-28.5pp | 67.9%-14.0pp |
| Annual return | -19.02% | -5.97%-13.0pp | 572.31%-591.3pp | -7.85%-11.2pp |
| Employer contribution / active EE | $2,783 | $3,382-17.7% | $4,815-42.2% | $2,597+7.2% |
| Participant deferral / active EE | $6,760 | $6,111+10.6% | $7,448-9.2% | $4,028+67.8% |
| Admin fee / account holder | $2,868 | $6,277-54.3% | $10,007-71.3% | $5,404-46.9% |