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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 | $59,674 | $82,674-27.8% | $125,363-52.4% | $68,495-12.9% |
| Participation rate | 65.5% | 75.0%-9.5pp | 82.4%-16.9pp | 67.9%-2.4pp |
| Annual return | -5.82% | -5.97%+0.1pp | 572.15%-578.0pp | -7.84%+2.0pp |
| Employer contribution / active EE | $2,829 | $3,382-16.4% | $4,815-41.2% | $2,596+8.9% |
| Participant deferral / active EE | $5,719 | $6,111-6.4% | $7,447-23.2% | $4,028+42.0% |
| Admin fee / account holder | $1,279 | $6,276-79.6% | $10,005-87.2% | $5,403-76.3% |