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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 | $32,416 | $82,674-60.8% | $125,381-74.1% | $68,486-52.7% |
| Participation rate | 55.1% | 75.1%-19.9pp | 82.4%-27.3pp | 67.9%-12.8pp |
| Annual return | -4.20% | -5.97%+1.8pp | 572.31%-576.5pp | -7.85%+3.7pp |
| Employer contribution / active EE | $2,036 | $3,382-39.8% | $4,815-57.7% | $2,597-21.6% |
| Participant deferral / active EE | $5,560 | $6,111-9.0% | $7,448-25.3% | $4,028+38.1% |
| Admin fee / account holder | $5,499 | $6,277-12.4% | $10,007-45.0% | $5,404+1.8% |