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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 | $83,395 | $95,975-13.1% | $74,549+11.9% | $135,379-38.4% |
| Participation rate | 64.3% | 75.7%-11.4pp | 69.1%-4.9pp | 82.6%-18.4pp |
| Annual return | -3.65% | 56.96%-60.6pp | 32.53%-36.2pp | 519.79%-523.4pp |
| Employer contribution / active EE | $674 | $2,716-75.2% | $1,961-65.6% | $4,779-85.9% |
| Participant deferral / active EE | $2,023 | $3,844-47.4% | $3,108-34.9% | $5,609-63.9% |
| Admin fee / account holder | $2,292 | $6,522-64.9% | $5,059-54.7% | $10,828-78.8% |