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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 | $31,240 | $48,274-35.3% | $63,244-50.6% | $59,633-47.6% |
| Participation rate | 67.1% | 66.3%+0.8pp | 71.0%-3.9pp | 68.7%-1.5pp |
| Annual return | -0.37% | -240.79%+240.4pp | -70.31%+69.9pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $668 | $1,586-57.9% | $2,322-71.2% | $2,203-69.7% |
| Participant deferral / active EE | $1,876 | $2,343-19.9% | $2,953-36.5% | $3,192-41.2% |
| Admin fee / account holder | $1,434 | $3,600-60.2% | $5,893-75.7% | $4,297-66.6% |