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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 | $72,749 | $49,177+47.9% | $79,466-8.5% | $64,173+13.4% |
| Participation rate | 45.1% | 65.0%-19.9pp | 73.3%-28.2pp | 69.6%-24.4pp |
| Annual return | -6.46% | -1.16%-5.3pp | 718.28%-724.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $534 | $2,076-74.3% | $2,800-80.9% | $2,381-77.6% |
| Participant deferral / active EE | $2,263 | $2,821-19.8% | $3,704-38.9% | $3,470-34.8% |
| Admin fee / account holder | $6,729 | $3,839+75.3% | $5,104+31.8% | $4,887+37.7% |