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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 | $59,680 | $72,404-17.6% | $110,243-45.9% | $64,173-7.0% |
| Participation rate | 53.8% | 73.3%-19.5pp | 79.8%-26.0pp | 69.6%-15.7pp |
| Annual return | -1.71% | -6.29%+4.6pp | 314.76%-316.5pp | 7.63%-9.3pp |
| Employer contribution / active EE | $2,891 | $2,282+26.7% | $3,827-24.5% | $2,381+21.4% |
| Participant deferral / active EE | $5,911 | $3,469+70.4% | $4,672+26.5% | $3,470+70.4% |
| Admin fee / account holder | $2,185 | $5,664-61.4% | $8,548-74.4% | $4,887-55.3% |