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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 | $59,752 | $82,674-27.7% | $125,381-52.3% | $68,486-12.8% |
| Participation rate | 58.8% | 75.1%-16.2pp | 82.4%-23.6pp | 67.9%-9.1pp |
| Annual return | -15.15% | -5.97%-9.2pp | 572.31%-587.5pp | -7.85%-7.3pp |
| Employer contribution / active EE | $962 | $3,382-71.5% | $4,815-80.0% | $2,597-62.9% |
| Participant deferral / active EE | $3,134 | $6,111-48.7% | $7,448-57.9% | $4,028-22.2% |
| Admin fee / account holder | $2,759 | $6,277-56.1% | $10,007-72.4% | $5,404-48.9% |